Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$6K Hold
2020
Q1
$5K Buy
2017
Q1
Sell
2016
Q4
$492K Sell
2016
Q3
$593K Hold
2016
Q2
$577K Hold
2016
Q1
$559K Sell
2015
Q4
$620K Sell
2015
Q3
$688K Hold
2015
Q2
$681K Hold
2015
Q1
$698K Hold
2014
Q4
$690K Hold
2014
Q3
$680K Hold
2014
Q2
$652K Hold
2014
Q1
$610K Sell
2013
Q4
$680K Sell
2013
Q3
$660K Sell
2013
Q2
$695K Buy