Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$667K Sell
2018
Q2
$643K Buy
2018
Q1
$536K Sell
2017
Q4
$651K Buy
2017
Q3
$515K Buy
2017
Q2
$452K Sell
2017
Q1
$497K Sell
2016
Q4
$514K Buy
2016
Q3
$456K Buy
2016
Q2
$458K Buy
2016
Q1
$386K Buy
2015
Q4
$303K Buy
2015
Q3
$262K Buy
2015
Q2
$171K Sell
2015
Q1
$214K Buy
2014
Q4
$149K Buy
2014
Q3
$74K Buy
2014
Q2
$51K Buy
2014
Q1
$41K Buy