Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-32,571
Closed -$1.04M 997
2017
Q1
$1.04M Buy
32,571
+7,324
+29% +$233K 0.06% 418
2016
Q4
$729K Sell
25,247
-54,094
-68% -$1.49M 0.04% 472
2016
Q3
$2.05M Sell
79,341
-193,287
-71% -$5.37M 0.1% 283
2016
Q2
$7.35M Buy
+272,628
New +$7.44M 0.32% 83
2015
Q1
Sell
-13,294
Closed -$372K 650
2014
Q4
$372K Buy
+13,294
New +$365K 0.12% 297
2014
Q1
Sell
-16,020
Closed -$455K 478
2013
Q4
$455K Buy
+16,020
New +$434K 0.15% 175
2013
Q3
Sell
-31,542
Closed -$727K 447
2013
Q2
$727K Buy
+31,542
New +$820K 0.24% 90

Other funds holding USG