Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$360K Sell
2018
Q1
$350K Sell
2017
Q4
$386K Sell
2017
Q3
$392K Sell
2017
Q2
$444K Hold
2017
Q1
$413K Hold
2016
Q4
$415K Sell
2016
Q3
$416K Hold
2016
Q2
$427K Sell
2016
Q1
$461K Sell
2015
Q4
$506K Hold
2015
Q3
$464K Sell
2015
Q2
$581K Sell
2015
Q1
$658K Sell
2014
Q4
$608K Hold
2014
Q3
$538K Sell
2014
Q2
$568K Sell
2014
Q1
$520K Sell
2013
Q4
$557K Sell
2013
Q3
$599K Sell
2013
Q2
$658K Buy