Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$189K Buy
2017
Q1
$164K Buy
2016
Q4
$118K Hold
2016
Q3
$124K Hold
2016
Q2
$110K Buy
2016
Q1
$85K Sell
2015
Q4
$87K Hold
2015
Q3
$76K Hold
2015
Q2
$75K Hold
2015
Q1
$68K Sell
2014
Q4
$71K Hold
2014
Q3
$68K Sell
2014
Q2
$72K Sell
2014
Q1
$69K Sell
2013
Q4
$67K Buy
2013
Q3
$56K Sell
2013
Q2
$60K Buy