Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$650K Buy
2017
Q4
$716K Buy
2014
Q2
Sell
2014
Q1
$58K Hold
2013
Q4
$75K Hold
2013
Q3
$68K Hold
2013
Q2
$55K Buy