Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$80K Sell
2017
Q4
$104K Hold
2017
Q3
$93K Sell
2017
Q2
$114K Sell
2017
Q1
$1.2M Buy
2016
Q4
$1.11M Buy
2016
Q3
$1.06M Buy
2016
Q2
$889K Buy
2016
Q1
$828K Buy