Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-10,001
Closed -$240K 2308
2017
Q4
$240K Buy
10,001
+456
+5% +$11K ﹤0.01% 2067
2017
Q3
$226K Buy
+9,545
New +$181K ﹤0.01% 2069
2016
Q3
Sell
-10,758
Closed -$110K 2090
2016
Q2
$110K Sell
10,758
-15,028
-58% -$164K ﹤0.01% 1956
2016
Q1
$289K Buy
25,786
+6,188
+32% +$70.2K ﹤0.01% 1685
2015
Q4
$248K Buy
19,598
+886
+5% +$11K ﹤0.01% 1720
2015
Q3
$209K Sell
18,712
-3,272
-15% -$39.5K ﹤0.01% 1752
2015
Q2
$336K Buy
21,984
+2,471
+13% +$31.5K ﹤0.01% 1563
2015
Q1
$240K Buy
19,513
+3,754
+24% +$44.9K ﹤0.01% 1711
2014
Q4
$199K Buy
15,759
+3,439
+28% +$38.7K ﹤0.01% 1753
2014
Q3
$129K Buy
+12,320
New +$145K ﹤0.01% 1669