Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$24K Sell
2017
Q2
$215K Sell
2017
Q1
$2.4M Buy
2016
Q4
$98K Buy
2016
Q2
Sell
2016
Q1
$141K Sell
2015
Q4
$616K Buy
2015
Q3
$114K Sell
2015
Q2
$296K Buy
2015
Q1
$1K Sell
2014
Q4
$2.82M Buy
2014
Q3
$1.83M Buy
2014
Q2
$313K Buy
2014
Q1
Sell
2013
Q4
$22K Sell
2013
Q3
$57K Sell
2013
Q2
$864K Buy