Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$236K Hold
2016
Q4
$225K Sell
2016
Q3
$222K Hold
2016
Q2
$212K Sell
2016
Q1
$288K Sell
2015
Q4
$330K Buy