Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$230K Buy
2017
Q1
$156K Sell
2016
Q4
$541K Sell
2016
Q3
$1.17M Buy
2016
Q2
$326K Buy
2016
Q1
Sell
2015
Q4
$375K Buy
2015
Q3
Hold
2015
Q2
Hold
2015
Q1
Hold
2014
Q4
Sell
2014
Q3
$1.87M Buy