Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$420K Hold
2017
Q1
$418K Hold
2016
Q4
$421K Hold
2016
Q3
$335K Hold
2016
Q2
$296K Sell
2016
Q1
$322K Sell
2015
Q4
$345K Hold
2015
Q3
$392K Hold
2015
Q2
$421K Hold
2015
Q1
$355K Hold
2014
Q4
$400K Hold
2014
Q3
$358K Buy