Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-200
Closed -$4.36M 152
2017
Q3
$4.36M Buy
+200
New +$4.4K 2.55% 4
2015
Q2
$1.05M Buy
+15,580
New +$1.05M 0.66% 49
2014
Q4
$1.78M Sell
27,113
-627
-2% -$37.9K 0.62% 62
2014
Q3
$1.61M Buy
27,740
+272
+1% +$16.1K 0.59% 67
2014
Q2
$1.59M Sell
27,468
-57
-0.2% -$3.31K 0.59% 69
2014
Q1
$1.63M Buy
27,525
+1,426
+5% +$79.3K 0.64% 57
2013
Q4
$1.39M Buy
26,099
+176
+0.7% +$8.53K 0.57% 70
2013
Q3
$1.12M Buy
25,923
+1,844
+8% +$86.1K 0.45% 84
2013
Q2
$1.16M Buy
+24,079
New +$1.12M 0.49% 74

Other funds holding M