Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$395K Sell
2019
Q2
$560K Buy
2019
Q1
$162K Sell
2018
Q4
$201K Buy
2018
Q3
$222K Hold
2018
Q2
$192K Hold
2018
Q1
$161K Sell
2017
Q4
$166K Buy