Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$216K Sell
2016
Q4
$5.86M Buy
2016
Q3
$6.14M Buy
2016
Q2
$5.43M Sell
2016
Q1
$6.3M Buy
2015
Q4
$2.2M Buy
2015
Q3
$205K Hold
2015
Q2
$223K Hold
2015
Q1
$225K Hold
2014
Q4
$205K Sell
2014
Q3
$209K Buy
2014
Q2
$216K Hold
2014
Q1
$205K Hold
2013
Q4
$228K Sell
2013
Q3
$205K Hold
2013
Q2
$170K Buy