Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$620K Hold
2018
Q1
$572K Sell
2017
Q4
$590K Sell
2017
Q3
$644K Buy
2017
Q2
$589K Sell
2017
Q1
$728K Buy
2016
Q4
$591K Buy