Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$252K Sell
2017
Q1
$370K Sell
2016
Q4
$366K Hold
2016
Q3
$266K Hold
2016
Q2
$286K Hold
2016
Q1
$294K Buy
2015
Q4
$305K Buy
2015
Q3
$296K Sell
2015
Q2
$453K Sell
2015
Q1
$513K Buy
2014
Q4
$624K Buy
2014
Q3
$505K Buy
2014
Q2
$498K Buy
2014
Q1
$580K Hold
2013
Q4
$626K Buy
2013
Q3
$459K Hold
2013
Q2
$425K Buy