Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$257K Sell
2017
Q4
$488K Hold
2017
Q3
$447K Sell
2017
Q2
$465K Hold
2017
Q1
$441K Hold
2016
Q4
$401K Sell
2016
Q3
$454K Sell
2016
Q2
$797K Hold
2016
Q1
$713K Hold
2015
Q4
$618K Sell
2015
Q3
$687K Hold
2015
Q2
$698K Hold
2015
Q1
$673K Sell
2014
Q4
$1.11M Hold
2014
Q3
$953K Sell
2014
Q2
$1.18M Hold
2014
Q1
$1.14M Sell
2013
Q4
$1.62M Buy
2013
Q3
$1.07M Buy