Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$195K Sell
2017
Q2
$643K Buy
2017
Q1
$400K Sell
2016
Q4
$407K Sell
2016
Q3
$467K Buy
2016
Q2
$385K Buy
2016
Q1
$137K Sell
2015
Q4
$136K Sell
2015
Q3
$453K Sell
2015
Q2
$1.74M Sell
2015
Q1
$1.92M Buy