Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-727,987
Closed -$45.7M 1209
2018
Q3
$45.7M Buy
727,987
+360,211
+98% +$22.2M 0.26% 107
2018
Q2
$22.3M Buy
367,776
+95,589
+35% +$5.86M 0.13% 226
2018
Q1
$16.3M Hold
272,187
0.1% 286
2017
Q4
$15.7M Hold
272,187
0.09% 310
2017
Q3
$12.1M Sell
272,187
-35,580
-12% -$1.51M 0.07% 346
2017
Q2
$13M Hold
307,767
0.08% 330
2017
Q1
$11.6M Sell
307,767
-8,302
-3% -$335K 0.07% 356
2016
Q4
$12M Buy
316,069
+20,162
+7% +$662K 0.07% 340
2016
Q3
$8.78M Buy
295,907
+50,405
+21% +$1.45M 0.05% 407
2016
Q2
$6.42M Buy
245,502
+7,709
+3% +$212K 0.04% 484
2016
Q1
$6.44M Buy
237,793
+21,051
+10% +$515K 0.04% 477
2015
Q4
$5.63M Buy
216,742
+5,337
+3% +$157K 0.03% 516
2015
Q3
$6.37M Sell
211,405
-1,126
-0.5% -$37.3K 0.04% 496
2015
Q2
$7.91M Buy
212,531
+3,498
+2% +$126K 0.04% 473
2015
Q1
$6.79M Buy
209,033
+27,278
+15% +$911K 0.03% 525
2014
Q4
$6.32M Buy
+181,755
New +$6.39M 0.03% 546