Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$241K Sell
2017
Q1
$355K Hold
2016
Q4
$332K Hold
2016
Q3
$327K Hold
2016
Q2
$325K Hold
2016
Q1
$309K Hold
2015
Q4
$280K Hold
2015
Q3
$263K Hold
2015
Q2
$287K Hold
2015
Q1
$306K Hold
2014
Q4
$305K Buy
2014
Q3
$239K Hold
2014
Q2
$242K Hold
2014
Q1
$229K Hold
2013
Q4
$237K Hold
2013
Q3
$202K Buy