Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$300K Hold
2018
Q4
$192K Hold
2018
Q3
$115K Hold
2018
Q2
$131K Buy
2018
Q1
$89K Hold
2017
Q4
$156K Hold
2017
Q3
$174K Sell
2017
Q2
$262K Buy
2017
Q1
$163K Sell
2016
Q4
$137K Sell
2016
Q3
$251K Buy
2016
Q2
$112K Buy