Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$563K Sell
2018
Q4
$551K Sell
2018
Q3
$672K Sell
2018
Q2
$699K Buy
2018
Q1
$755K Sell
2017
Q4
$824K Sell
2017
Q3
$861K Sell
2017
Q2
$865K Sell
2017
Q1
$970K Sell
2016
Q4
$1.09M Buy
2016
Q3
$966K Hold
2016
Q2
$1.03M Sell
2016
Q1
$1.13M Sell
2015
Q4
$1.05M Sell
2015
Q3
$1.02M Buy
2015
Q2
$1.11M Buy
2015
Q1
$985K Buy