Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$606K Sell
2018
Q1
$628K Buy
2017
Q4
$533K Buy
2017
Q3
$373K Buy
2017
Q2
$346K Sell
2017
Q1
$488K Sell
2016
Q4
$590K Buy
2016
Q3
$332K Sell
2016
Q2
$381K Buy
2016
Q1
$328K Buy
2015
Q3
Sell
2015
Q2
$325K Buy
2015
Q1
$272K Buy
2014
Q4
$268K Buy