Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$72K Sell
2020
Q1
$80K Sell
2019
Q4
$124K Hold
2019
Q3
$124K Sell
2019
Q2
$137K Hold
2019
Q1
$143K Sell
2018
Q4
$124K Sell
2018
Q3
$153K Buy
2018
Q2
$150K Sell
2018
Q1
$133K Sell
2017
Q4
$138K Buy