Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$240K Sell
2017
Q2
$240K Hold
2017
Q1
$262K Hold
2016
Q4
$287K Sell
2016
Q3
$312K Buy
2016
Q2
$330K Sell
2016
Q1
$372K Hold
2015
Q4
$318K Hold
2015
Q3
$299K Hold
2015
Q2
$320K Buy
2015
Q1
$77K Sell
2014
Q4
$377K Sell
2014
Q3
$406K Sell
2014
Q2
$399K Sell
2014
Q1
$392K Buy
2013
Q4
$395K Buy
2013
Q3
$364K Sell
2013
Q2
$395K Buy