Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$2.35M Sell
2017
Q3
$1.78M Sell
2017
Q2
$2.05M Buy
2017
Q1
$1.15M Buy
2016
Q4
$1.02M Sell
2016
Q3
$872K Hold
2016
Q2
$992K Buy
2016
Q1
$163K Hold
2015
Q4
$166K Sell
2015
Q3
$225K Hold
2015
Q2
$269K Hold
2015
Q1
$263K Sell
2014
Q4
$435K Sell
2014
Q3
$614K Sell
2014
Q2
$1.75M Buy