Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-436,014
Closed -$22.2M 441
2017
Q3
$22.2M Sell
436,014
-925,328
-68% -$46.2M 0.79% 21
2017
Q2
$68.3M Buy
1,361,342
+1,259,181
+1,233% +$60.7M 5.9% 5
2017
Q1
$4.06M Sell
102,161
-96,457
-49% -$3.76M 0.29% 60
2016
Q4
$7.74M Buy
+198,618
New +$8.04M 0.52% 40
2016
Q3
Sell
-27,400
Closed -$1.14M 338
2016
Q2
$1.14M Sell
27,400
-292,304
-91% -$12.7M 0.11% 124
2016
Q1
$16.2M Buy
+319,704
New +$15.3M 1.03% 30
2015
Q3
Sell
-13,681
Closed -$722K 537
2015
Q2
$722K Hold
13,681
0.06% 182
2015
Q1
$669K Buy
+13,681
New +$600K 0.06% 165
2014
Q4
Sell
-17,300
Closed -$671K 355
2014
Q3
$671K Buy
+17,300
New +$648K 0.09% 169