Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$25K Buy
2016
Q3
$17K Hold
2016
Q2
$15K Sell
2016
Q1
$17K Buy
2015
Q4
$15K Sell
2015
Q3
$20K Buy
2015
Q2
$23K Buy
2015
Q1
$5K Buy
2014
Q4
$4K Sell
2014
Q3
$397K Sell
2014
Q2
$379K Sell
2014
Q1
$338K Buy
2013
Q4
$356K Buy