Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$40K Buy
2020
Q1
$27K Hold
2019
Q4
$31K Hold
2019
Q3
$27K Hold
2019
Q2
$24K Hold
2019
Q1
$19K Hold
2018
Q4
$22K Sell
2018
Q3
$34K Hold
2018
Q2
$29K Hold
2018
Q1
$27K Sell
2017
Q4
$31K Buy