Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$518K Sell
2016
Q4
$561K Sell
2016
Q3
$527K Hold
2016
Q2
$533K Hold
2016
Q1
$453K Hold
2015
Q4
$469K Hold
2015
Q3
$458K Hold
2015
Q2
$599K Sell
2015
Q1
$587K Hold
2014
Q4
$572K Sell
2014
Q3
$659K Hold
2014
Q2
$791K Hold
2014
Q1
$722K Buy