Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$239K Sell
2019
Q1
$262K Buy
2018
Q3
Sell
2018
Q2
$266K Sell
2018
Q1
$360K Buy
2017
Q4
$221K Buy