Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$501K Hold
2018
Q1
$485K Hold
2017
Q4
$528K Hold
2017
Q3
$527K Hold
2017
Q2
$526K Hold
2017
Q1
$528K Hold
2016
Q4
$515K Hold
2016
Q3
$539K Hold
2016
Q2
$550K Hold
2016
Q1
$545K Hold
2015
Q4
$530K Hold
2015
Q3
$528K Hold
2015
Q2
$538K Hold
2015
Q1
$537K Sell
2014
Q4
$675K Hold
2014
Q3
$669K Hold
2014
Q2
$659K Sell
2014
Q1
$1.76M Hold
2013
Q4
$1.6M Buy
2013
Q3
$1.54M Buy
2013
Q2
$1.59M Buy