Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-800
Closed -$30K 532
2018
Q2
$30K Buy
+800
New +$26.8K 0.01% 379
2017
Q1
Sell
-20
Closed -$1K 246
2016
Q4
$1K Buy
+20
New +$778 ﹤0.01% 155
2016
Q3
Sell
-8,925
Closed -$323K 490
2016
Q2
$300K Buy
8,925
+3,084
+53% +$110K 0.11% 538
2016
Q1
$258K Sell
5,841
-9,147
-61% -$378K 0.14% 492
2015
Q4
$524K Buy
+14,988
New +$649K 0.24% 438
2014
Q2
Sell
-1,323
Closed -$76.8K 866
2014
Q1
$78K Sell
1,323
-1,593
-55% -$88.6K 0.03% 606
2013
Q4
$156K Buy
+2,916
New +$141K 0.11% 558

Other funds holding M