Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$85K Buy
2015
Q4
Sell
2015
Q3
$57K Sell
2015
Q2
$64K Hold
2015
Q1
$64K Hold
2014
Q4
$58K Hold
2014
Q3
$50K Sell
2014
Q2
$83K Buy
2014
Q1
$58K Hold
2013
Q4
$53K Hold
2013
Q3
$51K Hold
2013
Q2
$45K Buy