Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$221K Hold
2017
Q1
$216K Hold
2016
Q4
$242K Hold
2016
Q3
$239K Hold
2016
Q2
$250K Sell
2016
Q1
$253K Hold
2015
Q4
$218K Hold
2015
Q3
$203K Buy
2015
Q1
Sell
2014
Q4
$217K Buy
2014
Q3
Sell
2014
Q2
$194K Hold
2014
Q1
$185K Hold
2013
Q4
$169K Buy