Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$266K Sell
2020
Q1
$274K Sell
2019
Q4
$287K Buy
2019
Q3
$238K Hold
2019
Q2
$254K Hold
2019
Q1
$230K Hold
2018
Q4
$195K Buy
2018
Q3
$191K Hold
2018
Q2
$172K Hold
2018
Q1
$153K Sell
2017
Q4
$162K Buy