Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$240K Hold
2017
Q4
$230K Sell
2017
Q3
$250K Sell
2017
Q2
$222K Sell
2017
Q1
$287 Sell
2016
Q4
$244 Sell
2016
Q3
$364K Buy