Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$130K Sell
2018
Q2
$317K Buy
2018
Q1
$0 Hold
2017
Q4
$0 Sell
2017
Q3
$45K Sell
2017
Q2
$391K Sell
2017
Q1
$389K Sell
2016
Q4
$440K Sell
2016
Q3
$413K Sell
2016
Q2
$421K Sell
2016
Q1
$380K Buy
2015
Q4
$372K Buy
2015
Q3
$360K Buy
2015
Q2
$86K Sell
2015
Q1
$255K Buy
2014
Q4
$177K Buy
2014
Q3
$112K Buy
2014
Q2
$53K Buy