Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$600K Buy
2016
Q4
Sell
2016
Q3
$332K Hold
2016
Q2
$376K Buy
2016
Q1
$259K Hold
2015
Q4
$246K Hold
2015
Q3
$273K Hold
2015
Q2
$348K Sell
2015
Q1
$322K Hold
2014
Q4
$292K Sell
2014
Q3
$612K Hold
2014
Q2
$695K Buy
2014
Q1
$549K Sell
2013
Q4
$695K Hold
2013
Q3
$652K Hold
2013
Q2
$568K Buy