Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$221K Buy
2019
Q1
Hold
2018
Q4
Sell
2018
Q3
$452K Sell
2018
Q2
$633K Sell
2018
Q1
$1.16M Sell
2017
Q4
$2.33M Buy
2017
Q3
$1.07M Buy
2017
Q2
$256K Sell
2017
Q1
$369K Buy
2016
Q4
$188K Buy
2016
Q3
$73K Buy
2016
Q2
Sell
2016
Q1
$619K Buy
2015
Q4
$311K Buy