Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$2K Sell
2019
Q4
$55K Buy
2019
Q3
$45K Hold
2019
Q2
$45K Hold
2019
Q1
$42K Hold
2018
Q4
$32K Hold
2018
Q3
$40K Hold
2018
Q2
$33K Sell
2018
Q1
$44K Sell
2017
Q4
$56K Buy