Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$176K Sell
2018
Q1
$225K Sell
2017
Q4
$1.26M Buy
2017
Q3
$218K Sell
2017
Q2
$992K Buy
2017
Q1
Sell
2016
Q4
$262K Buy
2015
Q4
Hold
2015
Q3
Sell
2015
Q2
$1.1M Buy
2015
Q1
$259K Buy
2014
Q4
$113K Buy
2014
Q3
Sell
2014
Q2
$2K Sell
2014
Q1
$218K Sell
2013
Q4
$1.38M Buy
2013
Q3
Hold