Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$504K Sell
2018
Q2
$679K Sell
2018
Q1
$879K Buy
2017
Q4
$725K Sell
2017
Q3
$761K Buy
2017
Q2
$690K Buy
2017
Q1
$584K Buy
2016
Q4
$383K Sell
2016
Q3
$436K Buy
2016
Q2
Sell
2016
Q1
$217K Sell
2015
Q4
$312K Buy
2015
Q3
$203K Sell
2015
Q2
$666K Buy
2015
Q1
$508K Buy
2014
Q4
$301K Buy
2014
Q3
$228K Buy
2014
Q2
$61K Sell
2014
Q1
$172K Buy