Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$425K Buy
2020
Q1
$355K Buy
2019
Q4
$373K Sell
2019
Q3
$439K Buy
2019
Q2
$389K Buy
2019
Q1
$306K Sell
2018
Q4
$320K Hold
2018
Q3
$354K Sell
2018
Q2
$359K Buy
2018
Q1
$300K Hold
2017
Q4
$349K Buy