Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
2018
Q3
$580K Sell
2018
Q2
$510K Sell
2018
Q1
$456K Sell
2017
Q4
$508K Sell
2017
Q3
$486K Sell
2017
Q2
$398K Sell
2017
Q1
$422K Sell
2016
Q4
$364K Sell
2016
Q3
$371K Buy