Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$20K Buy
2017
Q2
Hold
2016
Q1
Sell
2015
Q4
$4K Sell
2015
Q3
$30K Sell
2015
Q2
$71K Buy
2015
Q1
$21K Buy
2014
Q3
Sell
2014
Q2
$433K Buy
2014
Q1
$300K Buy
2013
Q3
Hold
2013
Q2
Hold