Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$64K Sell
2016
Q4
$90K Sell
2016
Q3
$824K Sell
2016
Q2
$1.7M Sell
2016
Q1
$1.75M Sell
2015
Q4
$1.52M Buy
2015
Q3
$1.3M Buy
2015
Q2
$922K Buy
2015
Q1
Sell
2014
Q4
$396K Buy
2014
Q3
$175K Buy