Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$223K Hold
2018
Q4
$220K Sell
2018
Q3
$313K Sell
2018
Q2
$337K Hold
2018
Q1
$378K Hold
2017
Q4
$309K Buy
2017
Q3
$335K Hold
2017
Q2
$305K Buy