Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$208K Sell
2017
Q1
$201K Sell
2016
Q4
$201K Hold
2016
Q3
$210K Sell
2016
Q2
$252K Sell
2016
Q1
$447K Buy
2015
Q4
$211K Sell
2015
Q3
$255K Hold
2015
Q2
$279K Sell
2015
Q1
$328K Hold
2014
Q4
$342K Buy
2014
Q3
$251K Hold
2014
Q2
$246K Hold
2014
Q1
$251K Hold
2013
Q4
$258K Hold
2013
Q3
$243K Sell
2013
Q2
$259K Buy