Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$278K Sell
2016
Q4
$855K Buy
2016
Q3
$633K Buy
2015
Q4
Sell
2015
Q3
$495K Buy
2015
Q1
Sell
2014
Q4
$565K Sell
2014
Q3
$1.16M Buy
2014
Q2
Sell
2014
Q1
$1.09M Buy