Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$288K Buy
2019
Q3
Sell
2019
Q2
$226K Hold
2019
Q1
$271K Hold
2018
Q4
$249K Hold
2018
Q3
$273K Buy
2018
Q2
$223K Buy