Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$700K Sell
2017
Q1
$873K Sell
2016
Q4
$992K Hold
2016
Q3
$1.03M Buy
2016
Q2
$687K Hold
2016
Q1
$578K Sell
2015
Q4
$630K Sell
2015
Q3
$623K Sell
2015
Q2
$722K Hold
2015
Q1
$749K Sell
2014
Q4
$678K Hold
2014
Q3
$644K Sell
2014
Q2
$696K Sell
2014
Q1
$772K Sell
2013
Q4
$765K Sell
2013
Q3
$729K Sell
2013
Q2
$804K Buy