Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$653K Buy
38,433
+2,582
+7% +$40.4K 0.09% 141
2019
Q3
$557K Buy
35,851
+3,634
+11% +$67.3K 0.08% 149
2019
Q2
$691K Buy
32,217
+147
+0.5% +$3.34K 0.1% 124
2019
Q1
$771K Buy
+32,070
New +$810K 0.11% 108
2017
Q1
Sell
-20,520
Closed -$735K 266
2016
Q4
$735K Buy
+20,520
New +$798K 0.11% 107
2015
Q4
Sell
-4,773
Closed -$245K 252
2015
Q3
$245K Buy
4,773
+561
+13% +$35.2K 0.04% 207
2015
Q2
$284K Sell
4,212
-153
-4% -$10.3K 0.05% 207
2015
Q1
$283K Buy
4,365
+153
+4% +$9.85K 0.05% 216
2014
Q4
$278K Buy
4,212
+200
+5% +$12.1K 0.05% 237
2014
Q3
$234K Hold
4,012
0.05% 260
2014
Q2
$232K Buy
4,012
+200
+5% +$11.6K 0.04% 267
2014
Q1
$226K Hold
3,812
0.05% 277
2013
Q4
$203K Buy
+3,812
New +$185K 0.05% 294

Other funds holding M