Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$118K Sell
2020
Q1
$130K Hold
2019
Q4
$163K Hold
2019
Q3
$132K Sell
2019
Q2
$183K Hold
2019
Q1
$257K Hold
2018
Q4
$247K Sell
2018
Q3
$368K Hold
2018
Q2
$391K Hold
2018
Q1
$360K Sell
2017
Q4
$392K Buy