Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$304K Sell
2017
Q1
$327K Buy
2016
Q4
$274K Sell
2016
Q3
$288K Buy
2016
Q2
$319K Buy
2016
Q1
$290K Sell
2015
Q4
$293K Hold
2015
Q3
$267K Sell
2015
Q2
$243K Sell
2015
Q1
$260K Buy
2014
Q4
$229K Buy
2014
Q3
$211K Buy
2014
Q2
$201K Buy