Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
2017
Q3
$344K Sell
2017
Q2
$355K Sell
2017
Q1
$421K Buy
2016
Q4
Sell
2016
Q3
$307K Buy
2016
Q1
Sell
2015
Q4
$322K Buy
2015
Q3
$438K Sell
2015
Q2
$487K Buy
2015
Q1
$593K Sell
2014
Q4
$469K Buy