Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-206,612
Closed -$13M 138
2018
Q3
$13M Sell
206,612
-72,459
-26% -$4.47M 7.43% 3
2018
Q2
$16.9M Sell
279,071
-2,036
-0.7% -$125K 8.74% 3
2018
Q1
$16.8M Buy
281,107
+68,106
+32% +$3.98M 7.39% 4
2017
Q4
$12.3M Sell
213,001
-85,151
-29% -$4.09M 4.36% 16
2017
Q3
$13.3M Sell
298,152
-44,797
-13% -$1.9M 4.04% 17
2017
Q2
$14.5M Sell
342,949
-11,887
-3% -$482K 4.54% 12
2017
Q1
$13.4M Buy
354,836
+9,034
+3% +$365K 4.38% 11
2016
Q4
$13.2M Buy
+345,802
New +$11.4M 3.56% 20