Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$227K Sell
2019
Q3
$304K Hold
2019
Q2
$277K Hold
2019
Q1
$264K Sell
2018
Q4
$270K Hold
2018
Q3
$280K Sell
2018
Q2
$302K Hold
2018
Q1
$325K Sell
2017
Q4
$404K Hold
2017
Q3
$394K Hold
2017
Q2
$402K Buy
2015
Q2
Sell
2015
Q1
$3K Hold
2014
Q4
$3K Hold
2014
Q3
$3K Hold
2014
Q2
$3K Buy