Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$202K Buy
2016
Q4
Sell
2016
Q3
$228K Hold
2016
Q2
$219K Buy
2015
Q3
Sell
2015
Q2
$473K Hold
2015
Q1
$515K Sell
2014
Q4
$588K Hold
2014
Q3
$589K Sell
2014
Q2
$747K Hold
2014
Q1
$803K Buy
2013
Q4
$602K Sell
2013
Q3
$575K Buy
2013
Q2
$467K Buy