Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$208K Sell
2016
Q4
$231K Sell
2016
Q3
$301K Hold
2016
Q2
$288K Sell
2016
Q1
$307K Buy
2015
Q4
Sell
2015
Q3
$308K Hold
2015
Q2
$346K Hold
2015
Q1
$342K Buy
2014
Q4
$316K Hold
2014
Q3
$374K Hold
2014
Q2
$357K Hold
2014
Q1
$379K Hold
2013
Q4
$369K Hold
2013
Q3
$364K Hold
2013
Q2
$376K Buy