Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$218K Sell
2016
Q2
$236K Sell
2016
Q1
$321K Buy
2015
Q4
$22K Hold
2015
Q3
$27K Hold
2015
Q2
$28K Hold
2015
Q1
$26K Sell
2014
Q4
$43K Hold
2014
Q3
$39K Hold
2014
Q2
$37K Hold
2014
Q1
$35K Sell
2013
Q4
$36K Hold
2013
Q3
$34K Hold
2013
Q2
$28K Buy