Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$24K Sell
2020
Q1
$25K Hold
2019
Q4
$29K Hold
2019
Q3
$27K Hold
2019
Q2
$30K Sell
2019
Q1
$30K Hold
2018
Q4
$31K Sell
2018
Q3
$40K Hold
2018
Q2
$35K Hold
2018
Q1
$34K Buy
2017
Q4
$32K Buy