Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$737K Buy
30,373
+488
+2% +$12.2K 0.33% 73
2018
Q1
$805K Sell
29,885
-4,191
-12% -$117K 0.37% 72
2017
Q4
$1M Sell
34,076
-265
-0.8% -$7.24K 0.34% 81
2017
Q3
$1.02M Hold
34,341
0.36% 75
2017
Q2
$979K Hold
34,341
0.37% 71
2017
Q1
$1.08M Buy
34,341
+5,290
+18% +$166K 0.4% 71
2016
Q4
$933K Sell
29,051
-133
-0.5% -$3.92K 0.37% 76
2016
Q3
$895K Sell
29,184
-463
-2% -$14.6K 0.36% 77
2016
Q2
$968K Sell
29,647
-132
-0.4% -$3.93K 0.41% 69
2016
Q1
$881K Hold
29,779
0.35% 71
2015
Q4
$774K Sell
29,779
-298
-1% -$7.56K 0.31% 75
2015
Q3
$740K Sell
30,077
-1,863
-6% -$47.5K 0.32% 76
2015
Q2
$857K Sell
31,940
-924
-3% -$23.9K 0.33% 75
2015
Q1
$810K Hold
32,864
0.31% 81
2014
Q4
$834K Hold
32,864
0.32% 78
2014
Q3
$875K Sell
32,864
-1,060
-3% -$28.2K 0.34% 81
2014
Q2
$906K Buy
33,924
+398
+1% +$10.7K 0.35% 78
2014
Q1
$888K Sell
33,526
-3,727
-10% -$93.6K 0.35% 75
2013
Q4
$989K Sell
37,253
-298
-0.8% -$7.84K 0.39% 75
2013
Q3
$959K Buy
37,551
+1,807
+5% +$47.4K 0.4% 74
2013
Q2
$956K Buy
+35,744
New +$993K 0.44% 69

Other funds holding T