Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$436K Sell
2016
Q4
$503K Sell
2016
Q3
$727K Sell
2016
Q2
$898K Sell
2016
Q1
$1.02M Sell
2015
Q4
$1.5M Buy
2015
Q3
$1.42M Sell
2015
Q2
$1.64M Buy
2015
Q1
$1.73M Buy
2014
Q4
$1.34M Buy
2014
Q3
$1.16M Buy
2014
Q2
$1.17M Buy
2014
Q1
$941K Buy
2013
Q4
$911K Sell
2013
Q3
$1.03M Buy
2013
Q2
$857K Buy