Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
2018
Q4
$240K Buy
2017
Q4
Sell
2017
Q3
$242K Hold
2017
Q2
$335K Hold
2017
Q1
$327K Hold
2016
Q4
$366K Hold
2016
Q3
$362K Hold
2016
Q2
$378K Hold
2016
Q1
$351K Hold
2015
Q4
$302K Hold
2015
Q3
$281K Hold
2015
Q2
$253K Hold
2015
Q1
$275K Hold
2014
Q4
$302K Hold
2014
Q3
$248K Hold
2014
Q2
$269K Hold
2014
Q1
$257K Hold
2013
Q4
$235K Hold
2013
Q3
$230K Hold
2013
Q2
$246K Buy