Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$386K Sell
2017
Q3
$562K Sell
2017
Q2
$659K Hold
2017
Q1
$725K Hold
2016
Q4
$936K Hold
2016
Q3
$806K Hold
2016
Q2
$903K Hold
2016
Q1
$791K Hold
2015
Q4
$729K Sell
2015
Q3
$849K Hold
2015
Q2
$1.14M Hold
2015
Q1
$1.15M Hold
2014
Q4
$1.25M Hold
2014
Q3
$1.6M Sell
2014
Q2
$1.7M Sell
2014
Q1
$1.89M Buy
2013
Q4
$1.88M Hold
2013
Q3
$1.75M Sell
2013
Q2
$1.91M Buy