Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$368K Buy
2017
Q3
$332K Buy
2017
Q2
$261K Sell
2017
Q1
$258K Buy
2016
Q4
$268K Buy
2016
Q3
$211K Buy
2015
Q3
Sell
2015
Q2
$231K Sell
2015
Q1
$226K Buy
2014
Q4
$213K Sell
2014
Q3
$561K Buy
2014
Q2
$673K Hold
2014
Q1
$614K Buy
2013
Q4
$607K Sell
2013
Q3
$532K Hold
2013
Q2
$532K Buy