Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$349K Sell
2018
Q1
$366K Hold
2017
Q4
$374K Hold
2017
Q3
$380K Hold
2017
Q2
$377K Hold
2017
Q1
$383K Hold
2016
Q4
$367K Hold
2016
Q3
$383K Hold
2016
Q2
$396K Hold
2016
Q1
$383K Hold
2015
Q4
$370K Sell
2015
Q3
$366K Hold
2015
Q2
$382K Hold
2015
Q1
$385K Hold
2014
Q4
$378K Hold
2014
Q3
$371K Hold
2014
Q2
$364K Sell
2014
Q1
$377K Buy
2013
Q4
$322K Sell
2013
Q3
$368K Sell
2013
Q2
$417K Buy