Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$229K Hold
2017
Q1
$210K Hold
2016
Q4
$196K Hold
2016
Q3
$194K Buy
2016
Q2
$140K Sell
2016
Q1
$150K Hold
2015
Q4
$136K Hold
2015
Q3
$128K Sell
2015
Q2
$185K Hold
2015
Q1
$198K Hold
2014
Q4
$197K Hold
2014
Q3
$170K Hold
2014
Q2
$172K Hold
2014
Q1
$163K Hold
2013
Q4
$168K Hold
2013
Q3
$143K Hold
2013
Q2
$131K Buy