Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$289K Sell
2017
Q2
$361K Hold
2017
Q1
$321K Hold
2016
Q4
$277K Hold
2016
Q3
$283K Buy
2016
Q2
$276K Sell
2016
Q1
$286K Hold
2015
Q4
$255K Buy
2015
Q3
$235K Buy
2014
Q4
Sell
2014
Q3
$563K Sell
2014
Q2
$623K Buy
2014
Q1
$624K Sell
2013
Q4
$609K Sell
2013
Q3
$541K Sell
2013
Q2
$502K Buy