Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$96K Sell
2016
Q3
$106K Buy
2016
Q2
$62K Buy
2016
Q1
$28K Sell
2015
Q4
$53K Buy
2015
Q3
$31K Hold
2015
Q2
$36K Hold
2015
Q1
$35K Sell
2014
Q4
$44K Sell
2014
Q3
$72K Buy
2014
Q2
$26K Buy
2014
Q1
$23K Sell
2013
Q4
$23K Sell
2013
Q3
$46K Sell
2013
Q2
$52K Buy