Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$1M Buy
2017
Q4
Hold
2017
Q3
Sell
2017
Q2
$539K Buy
2016
Q2
Hold
2016
Q1
Hold
2014
Q4
Hold
2014
Q3
Sell
2014
Q2
$20K Buy