Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$315K Sell
2016
Q4
$354K Sell
2016
Q3
$419K Hold
2016
Q2
$426K Sell
2016
Q1
$469K Hold
2015
Q4
$475K Buy
2015
Q3
$452K Buy