Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$731K Sell
2017
Q2
$871K Hold
2017
Q1
$829K Buy
2016
Q4
$720K Buy
2016
Q3
$811K Hold
2016
Q2
$740K Hold
2016
Q1
$729K Hold
2015
Q4
$790K Sell
2015
Q3
$692K Sell
2015
Q2
$780K Hold
2015
Q1
$813K Sell
2014
Q4
$838K Hold
2014
Q3
$739K Sell
2014
Q2
$628K Sell
2014
Q1
$661K Sell
2013
Q4
$614K Sell
2013
Q3
$619K Sell
2013
Q2
$625K Buy