Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$220K Hold
2017
Q4
$235K Sell
2017
Q3
$272K Hold
2017
Q2
$270K Hold
2017
Q1
$248K Sell
2016
Q4
$252K Sell
2016
Q3
$258K Sell
2016
Q2
$260K Sell
2016
Q1
$267K Hold
2015
Q4
$242K Hold
2015
Q3
$228K Hold
2015
Q2
$248K Hold
2015
Q1
$265K Sell
2014
Q4
$304K Buy
2014
Q3
$272K Hold
2014
Q2
$275K Sell
2014
Q1
$271K Sell
2013
Q4
$304K Sell
2013
Q3
$300K Sell
2013
Q2
$281K Buy