Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$232K Hold
2018
Q1
$259K Sell
2017
Q4
$277K Hold
2017
Q3
$263K Buy
2017
Q2
$249K Buy
2017
Q1
$260K Buy
2016
Q4
$258K Buy
2016
Q3
$221K Buy