Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$544K Buy
2017
Q1
$578K Sell
2016
Q4
$567K Sell
2016
Q3
$596K Sell
2016
Q2
$544K Sell
2016
Q1
$558K Sell
2015
Q4
$610K Buy
2015
Q3
$558K Buy
2015
Q2
$581K Hold
2015
Q1
$582K Sell
2014
Q4
$599K Hold
2014
Q3
$542K Hold
2014
Q2
$535K Hold
2014
Q1
$483K Hold
2013
Q4
$483K Sell
2013
Q3
$525K Buy
2013
Q2
$487K Buy