Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$352K Buy
6,587
+700
+12% +$36.1K ﹤0.01% 1249
2019
Q2
$321K Sell
5,887
-851
-13% -$43.7K ﹤0.01% 1287
2019
Q1
$322K Buy
6,738
+963
+17% +$45.5K ﹤0.01% 1258
2018
Q4
$262K Buy
5,775
+634
+12% +$29.9K ﹤0.01% 1238
2018
Q3
$258K Sell
5,141
-136
-3% -$6.82K ﹤0.01% 1383
2018
Q2
$254K Sell
5,277
-113
-2% -$5.68K ﹤0.01% 1353
2018
Q1
$268K Sell
5,390
-871
-14% -$44K ﹤0.01% 1284
2017
Q4
$313K Sell
6,261
-886
-12% -$43.8K ﹤0.01% 1170
2017
Q3
$342K Buy
7,147
+412
+6% +$19.6K ﹤0.01% 1107
2017
Q2
$315K Buy
+6,735
New +$315K ﹤0.01% 1126
2015
Q1
Sell
-17,186
Closed -$7.22M 1123
2014
Q4
$7.22M Sell
17,186
-792
-4% -$33.2K 0.02% 587
2014
Q3
$7.49M Sell
17,978
-310
-2% -$13.3K 0.02% 552
2014
Q2
$8.05M Buy
18,288
+199
+1% +$8.69K 0.02% 518
2014
Q1
$7.97M Sell
18,089
-14,578
-45% -$652K 0.02% 475
2013
Q4
$15.8M Buy
32,667
+2,481
+8% +$119K 0.04% 282
2013
Q3
$14.1M Buy
30,186
+2,078
+7% +$95.6K 0.04% 279
2013
Q2
$12.5K Buy
+28,108
New +$1.26M 0.04% 282

Other funds holding L