Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,132
Closed -$49K 218
2019
Q1
$49K Hold
1,132
0.03% 119
2018
Q4
$48K Sell
1,132
-40
-3% -$1.71K 0.02% 113
2018
Q3
$51K Hold
1,172
0.02% 124
2018
Q2
$51K Sell
1,172
-2,750
-70% -$114K 0.02% 115
2018
Q1
$159K Buy
3,922
+782
+25% +$28.4K 0.04% 164
2017
Q4
$121K Sell
3,140
-460
-13% -$16.2K 0.04% 132
2017
Q3
$118K Buy
+3,600
New +$104K 0.03% 131

Other funds holding USG