Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$333K Buy
2018
Q3
$418K Hold
2018
Q2
$343K Buy
2018
Q1
$300K Hold
2017
Q4
$303K Sell
2017
Q3
$291K Hold
2017
Q2
$272K Buy
2015
Q4
Sell
2015
Q3
$936K Sell
2015
Q2
$1.1M Hold
2015
Q1
$1.09M Hold
2014
Q4
$966K Hold
2014
Q3
$882K Hold
2014
Q2
$814K Sell
2014
Q1
$671K Hold
2013
Q4
$702K Buy
2013
Q3
$585K Buy
2013
Q2
$387K Buy