Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$579K Sell
2018
Q1
$599K Sell
2017
Q4
$707K Sell
2017
Q3
$714K Sell
2017
Q2
$903K Buy
2017
Q1
$610K Sell
2016
Q4
$674K Sell
2016
Q3
$722K Sell
2016
Q2
$758K Sell
2016
Q1
$524K Buy
2015
Q4
$479K Sell
2015
Q3
$864K Buy