Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$150K Hold
2017
Q1
$129K Hold
2016
Q4
$131K Hold
2016
Q3
$127K Hold
2016
Q2
$121K Hold
2016
Q1
$123K Hold
2015
Q4
$109K Hold
2015
Q3
$107K Hold
2015
Q2
$121K Hold
2015
Q1
$116K Hold
2014
Q4
$96K Hold
2014
Q3
$78K Hold
2014
Q2
$78K Hold
2014
Q1
$85K Hold
2013
Q4
$78K Sell
2013
Q3
$95K Hold
2013
Q2
$85K Buy