Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$150K Sell
2017
Q4
$920K Buy
2017
Q3
Hold
2017
Q2
Sell
2017
Q1
$60K Buy
2016
Q2
Sell
2016
Q1
$143K Sell
2015
Q4
$170K Sell
2015
Q3
$791K Buy
2015
Q2
Hold
2015
Q1
Hold
2014
Q4
Hold
2014
Q3
Sell
2014
Q2
$207K Sell
2014
Q1
$261K Buy