Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$30K Sell
2016
Q4
$52K Buy
2016
Q3
$30K Buy
2016
Q2
$15K Buy
2015
Q4
Sell
2015
Q3
$22K Buy
2014
Q1
Sell
2013
Q4
$632K Sell
2013
Q3
$774K Buy
2013
Q2
$607K Buy