Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$736K Hold
2017
Q4
$725K Hold
2017
Q3
$686K Hold
2017
Q2
$727K Hold
2017
Q1
$822 Hold
2016
Q4
$784 Hold
2016
Q3
$751K Hold
2016
Q2
$717K Sell
2016
Q1
$1.04M Buy
2015
Q4
$933K Sell
2015
Q3
$997K Sell
2015
Q2
$1.12M Buy
2015
Q1
$1.1M Sell
2014
Q4
$1.38M Sell
2014
Q3
$1.81M Buy
2014
Q2
$1.72M Buy
2014
Q1
$1.05M Sell
2013
Q4
$1.06M Sell
2013
Q3
$1.14M Sell
2013
Q2
$1.51M Buy