Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$890K Sell
2017
Q2
$877K Hold
2017
Q1
$836K Sell
2016
Q4
$3.98M Buy
2016
Q3
$4.14M Buy
2016
Q2
$3.69M Buy
2016
Q1
$3.63M Buy
2015
Q4
$3.7M Buy
2015
Q3
$2.97M Buy
2015
Q2
$3.02M Buy
2015
Q1
$781K Hold
2014
Q4
$778K Hold
2014
Q3
$686K Hold
2014
Q2
$578K Hold
2014
Q1
$602K Hold
2013
Q4
$557K Hold
2013
Q3
$547K Hold
2013
Q2
$482K Buy