Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$200K Sell
2020
Q1
$294K Sell
2019
Q4
$1.43M Buy
2019
Q3
$1.3M Buy
2019
Q2
$847K Buy
2019
Q1
$795K Buy
2018
Q4
$218K Hold
2018
Q3
$296K Sell
2018
Q2
$1.24M Sell
2018
Q1
$1.41M Sell
2017
Q4
$2.22M Buy