Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$1.05M Sell
2016
Q4
$957K Sell
2016
Q3
$917K Buy
2016
Q2
$796K Buy
2016
Q1
$723K Buy
2015
Q4
$503K Sell
2015
Q3
$638K Buy
2015
Q2
$613K Buy
2015
Q1
$593K Buy
2014
Q4
$564K Buy
2014
Q3
$375K Buy
2014
Q2
$276K Hold
2014
Q1
$267K Hold
2013
Q4
$252K Hold
2013
Q3
$238K Buy