Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$248K Hold
2018
Q4
$210K Hold
2018
Q3
$230K Hold
2018
Q2
$209K Hold
2018
Q1
$255K Hold
2017
Q4
$278K Hold
2017
Q3
$264K Sell
2017
Q2
$256K Hold
2017
Q1
$239K Sell
2016
Q4
$225K Hold
2016
Q3
$211K Buy
2015
Q3
Sell
2015
Q2
$214K Sell
2015
Q1
$227K Sell
2014
Q4
$4.83M Buy
2014
Q3
$3.03M Buy
2014
Q2
$276K Sell
2014
Q1
$438K Sell
2013
Q4
$421K Sell
2013
Q3
$484K Hold
2013
Q2
$394K Buy