Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$83K Sell
2017
Q3
$106K Sell
2017
Q2
$99.3K Buy
2016
Q3
Sell
2016
Q2
$116K Hold
2016
Q1
$113K Hold
2015
Q4
$115K Sell
2015
Q3
$230K Buy
2015
Q2
$107K Hold
2015
Q1
$105K Hold
2014
Q4
$95.5K Hold
2014
Q3
$89.7K Buy
2014
Q2
$69K Hold
2014
Q1
$73.4K Hold
2013
Q4
$68.9K Buy