Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-25,503
Closed -$610K 4266
2017
Q4
$610K Sell
25,503
-7,734
-23% -$187K ﹤0.01% 3330
2017
Q3
$787K Sell
33,237
-5,690
-15% -$108K ﹤0.01% 3269
2017
Q2
$641K Sell
38,927
-35,139
-47% -$525K ﹤0.01% 2977
2017
Q1
$1.08M Sell
74,066
-3,638
-5% -$46.4K ﹤0.01% 2808
2016
Q4
$924K Buy
77,704
+11,140
+17% +$127K ﹤0.01% 3085
2016
Q3
$802K Sell
66,564
-11,884
-15% -$136K ﹤0.01% 3132
2016
Q2
$804K Buy
78,448
+14,738
+23% +$160K ﹤0.01% 3101
2016
Q1
$715K Buy
63,710
+30,039
+89% +$341K ﹤0.01% 2982
2015
Q4
$425K Sell
33,671
-32,807
-49% -$409K ﹤0.01% 3501
2015
Q3
$742K Buy
66,478
+15,953
+32% +$193K ﹤0.01% 3103
2015
Q2
$772K Buy
50,525
+10,771
+27% +$137K ﹤0.01% 3398
2015
Q1
$489K Sell
39,754
-3,682
-8% -$44K ﹤0.01% 3550
2014
Q4
$547K Sell
43,436
-4,412
-9% -$49.7K ﹤0.01% 3646
2014
Q3
$502K Buy
47,848
+3,154
+7% +$37K ﹤0.01% 3641
2014
Q2
$551K Sell
44,694
-4,949
-10% -$54.7K ﹤0.01% 3760
2014
Q1
$564K Buy
49,643
+21,447
+76% +$262K ﹤0.01% 3618
2013
Q4
$366K Sell
28,196
-2,730
-9% -$31.8K ﹤0.01% 3947
2013
Q3
$298K Buy
30,926
+16,351
+112% +$175K ﹤0.01% 3805
2013
Q2
$161K Buy
+14,575
New +$152K ﹤0.01% 3912