Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$52K Sell
2017
Q1
$131K Sell
2016
Q4
$164K Buy
2016
Q3
$46K Sell
2016
Q2
$48K Buy
2016
Q1
Sell
2015
Q4
$293K Buy
2015
Q3
Sell
2015
Q2
$154K Sell
2015
Q1
$296K Buy
2014
Q4
$239K Buy
2014
Q3
$61K Sell
2014
Q2
$254K Buy
2014
Q1
$98K Buy
2013
Q4
$132K Sell
2013
Q3
$255K Buy