Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$392K Sell
2020
Q1
$428K Sell
2019
Q4
$524K Sell
2019
Q3
$534K Buy
2019
Q2
$531K Buy
2019
Q1
$521K Buy
2018
Q4
$473K Buy
2018
Q3
$372K Sell
2018
Q2
$326K Buy
2018
Q1
$264K Sell
2017
Q4
$287K Buy