Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$715K Sell
2018
Q1
$759K Hold
2017
Q4
$834K Sell
2017
Q3
$848K Sell
2017
Q2
$872K Hold
2017
Q1
$921K Sell
2016
Q4
$952K Hold
2016
Q3
$1.02M Sell
2016
Q2
$1.03M Sell
2016
Q1
$1.06M Sell
2015
Q4
$1.07M Sell
2015
Q3
$978K Sell
2015
Q2
$1.19M Sell
2015
Q1
$1.42M Sell
2014
Q4
$1.42M Sell
2014
Q3
$1.21M Sell
2014
Q2
$1.36M Hold
2014
Q1
$1.31M Hold
2013
Q4
$1.37M Hold
2013
Q3
$1.3M Hold
2013
Q2
$1.31M Buy