Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$220K Sell
2018
Q1
$229K Hold
2017
Q4
$263K Sell
2017
Q3
$242K Sell
2017
Q2
$955K Buy
2017
Q1
$980K Sell
2016
Q4
$2.42M Buy
2016
Q3
$2M Buy
2016
Q2
$2.46M Buy
2016
Q1
$2.23M Buy
2015
Q4
$2.13M Buy
2015
Q3
$1.82M Buy
2015
Q2
$1.82M Buy
2015
Q1
$1.65M Buy
2014
Q4
$1.33M Buy
2014
Q3
$989K Buy
2013
Q4
Sell
2013
Q3
$202K Buy