Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
2018
Q3
$904K Buy
2018
Q2
$395K Sell
2018
Q1
$405K Buy
2017
Q4
$334K Buy
2017
Q3
$195K Buy
2017
Q2
$150K Hold
2017
Q1
$134K Sell
2016
Q4
$153K Buy
2016
Q3
$14K Sell
2016
Q2
$24K Hold
2016
Q1
$25K Buy
2015
Q4
Sell
2015
Q3
$614K Buy
2015
Q2
$745K Buy