Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$780K Sell
2017
Q1
$900K Buy
2016
Q4
Hold
2015
Q1
Sell
2014
Q4
$332K Sell
2014
Q3
$328K Sell
2014
Q2
$521K Buy