Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$276K Sell
2019
Q2
$265K Sell
2019
Q1
$282K Sell
2018
Q4
$281K Buy
2018
Q3
$368K Buy
2018
Q2
$334K Hold
2018
Q1
$365K Hold
2017
Q4
$381K Buy