Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
2018
Q3
$371K Hold
2018
Q2
$313K Hold
2018
Q1
$270K Hold
2017
Q4
$248K Hold
2017
Q3
$235K Sell
2017
Q2
$237K Sell
2017
Q1
$299K Hold
2016
Q4
$317K Hold
2016
Q3
$317K Hold
2016
Q2
$265K Hold
2016
Q1
$201K Buy