Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$292K Sell
2016
Q1
$526K Hold
2015
Q4
$681K Hold
2015
Q3
$695K Hold
2015
Q2
$726K Hold
2015
Q1
$807K Sell
2014
Q4
$976K Hold
2014
Q3
$1.08M Hold
2014
Q2
$1.24M Hold
2014
Q1
$2.66M Buy