Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$274K Sell
2017
Q4
$321K Sell
2017
Q3
$560K Hold
2017
Q2
$523K Sell
2017
Q1
$600K Sell
2016
Q4
$531K Sell
2016
Q3
$528K Sell
2016
Q2
$450K Sell
2016
Q1
$538K Sell
2015
Q4
$520K Sell
2015
Q3
$549K Buy
2015
Q2
$602K Buy
2015
Q1
$587K Buy
2014
Q4
$435K Sell
2014
Q3
$548K Sell
2014
Q2
$514K Sell
2014
Q1
$438K Buy
2013
Q4
$435K Buy
2013
Q3
$351K Hold
2013
Q2
$292K Buy