Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$372K Sell
2017
Q2
$488K Hold
2017
Q1
$477K Sell
2016
Q4
$628K Sell
2016
Q3
$963K Hold
2016
Q2
$967K Hold
2016
Q1
$905K Buy
2015
Q4
$895K Sell
2015
Q3
$860K Hold
2015
Q2
$931K Sell
2015
Q1
$1.07M Buy
2014
Q4
$887K Buy
2014
Q3
$943K Buy
2014
Q2
$950K Hold
2014
Q1
$949K Buy
2013
Q4
$918K Hold
2013
Q3
$863K Sell
2013
Q2
$910K Buy