Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$213K Sell
2017
Q1
$212K Sell
2016
Q4
$230K Sell
2016
Q3
$216K Hold
2016
Q2
$218K Buy
2015
Q3
Sell
2015
Q2
$252K Sell
2015
Q1
$247K Hold
2014
Q4
$241K Sell
2014
Q3
$278K Hold
2014
Q2
$333K Sell
2014
Q1
$407K Hold
2013
Q4
$412K Sell
2013
Q3
$393K Hold
2013
Q2
$390K Buy