Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$200K Buy
2018
Q1
Sell
2017
Q4
$239K Buy
2017
Q3
$211K Buy
2015
Q4
Sell
2015
Q3
$16K Buy
2015
Q2
$12K Buy
2015
Q1
$3K Buy
2014
Q4
$0 Buy