Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$240K Sell
2018
Q1
$446K Sell
2017
Q4
$3.95M Sell
2017
Q3
$3.5M Sell
2017
Q2
$3.48M Sell
2017
Q1
$3.35M Buy
2016
Q4
$3.18M Buy
2016
Q3
$491K Hold
2016
Q2
$539K Sell
2016
Q1
$630K Sell
2015
Q4
$869K Buy
2015
Q3
$416K Sell
2015
Q2
$486K Buy
2015
Q1
$477K Buy
2014
Q4
$421K Buy
2014
Q3
$284K Buy
2014
Q2
$216K Buy