Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$20K Hold
2020
Q1
$15K Hold
2019
Q4
$23K Hold
2019
Q3
$22K Hold
2019
Q2
$20K Hold
2019
Q1
$17K Hold
2018
Q4
$15K Hold
2018
Q3
$15K Hold
2018
Q2
$18K Hold
2018
Q1
$17K Sell
2017
Q4
$35K Buy