Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$122K Sell
2018
Q2
$147K Sell
2018
Q1
$158K Hold
2017
Q4
$179K Hold
2017
Q3
$171K Sell
2017
Q2
$169K Buy
2017
Q1
$155K Buy
2016
Q4
Sell
2016
Q3
$129K Buy
2016
Q2
$133K Hold
2016
Q1
$143K Sell
2015
Q4
$154K Hold
2015
Q3
$148K Buy
2014
Q4
Sell
2014
Q3
$174K Buy
2014
Q2
$202K Sell
2014
Q1
$184K Buy
2013
Q4
$181K Buy
2013
Q3
$198K Buy