Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$326K Hold
2018
Q2
$279K Hold
2018
Q1
$250K Sell
2017
Q4
$264K Hold
2017
Q3
$301K Buy
2017
Q2
$288K Buy
2017
Q1
$277K Buy
2016
Q4
$249K Sell
2016
Q3
$368K Buy
2016
Q2
$283K Buy
2016
Q1
$201K Hold
2015
Q4
$201K Buy