Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$735K Sell
2017
Q3
$794K Buy
2017
Q2
$709K Sell
2017
Q1
$671K Buy
2016
Q4
$594K Sell
2016
Q3
$587K Buy
2016
Q2
$501K Buy
2016
Q1
$519K Buy
2015
Q4
$449K Buy
2015
Q3
$347K Buy
2015
Q2
$303K Buy