Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$1.5M Sell
2017
Q1
$2.37M Buy
2016
Q4
$51K Sell
2016
Q3
$630K Sell
2016
Q2
$1.04M Buy
2016
Q1
Hold
2015
Q4
Hold
2015
Q3
Sell
2015
Q2
$26K Sell
2015
Q1
$652K Sell
2014
Q4
$4.01M Buy
2014
Q3
$3.2M Buy
2014
Q2
$2.98M Buy
2014
Q1
$2.47M Buy
2013
Q4
$17K Sell
2013
Q3
$234K Sell
2013
Q2
$260K Buy