Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$234K Hold
2017
Q4
$231K Sell
2017
Q3
$240K Sell
2017
Q2
$323K Sell
2017
Q1
$340K Sell
2016
Q4
$310K Sell
2016
Q3
$320K Sell
2016
Q2
$331K Buy
2016
Q1
$313K Buy
2015
Q4
$226K Buy