Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$886K Sell
2016
Q4
$1M Sell
2016
Q3
$1.03M Buy
2016
Q2
$1M Buy
2016
Q1
$1.04M Buy
2015
Q4
$990K Sell
2015
Q3
$1.04M Buy
2015
Q2
$1.11M Sell
2015
Q1
$1.25M Buy
2014
Q4
$1.09M Buy
2014
Q3
$729K Sell
2014
Q2
$904K Buy
2014
Q1
$746K Buy
2013
Q4
$492K Buy
2013
Q3
$432K Buy
2013
Q2
$177K Buy