Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-127,053
Closed -$5.5M 4056
2019
Q1
$5.5M Buy
127,053
+5,316
+4% +$229K ﹤0.01% 1928
2018
Q4
$5.19M Buy
121,737
+10,809
+10% +$462K 0.01% 1857
2018
Q3
$4.8M Buy
110,928
+12,668
+13% +$547K ﹤0.01% 2049
2018
Q2
$4.24M Sell
98,260
-34,815
-26% -$1.45M ﹤0.01% 2095
2018
Q1
$5.38M Buy
133,075
+3,164
+2% +$115K 0.01% 1835
2017
Q4
$5.01M Sell
129,911
-11,821
-8% -$415K 0.01% 1919
2017
Q3
$4.63M Sell
141,732
-35,875
-20% -$1.03M 0.01% 1905
2017
Q2
$5.15M Sell
177,607
-10,318
-5% -$308K 0.01% 1747
2017
Q1
$5.98M Buy
187,925
+5,969
+3% +$190K 0.01% 1588
2016
Q4
$5.25M Buy
181,956
+40,259
+28% +$1.11M 0.01% 1614
2016
Q3
$3.66M Buy
141,697
+87,929
+164% +$2.44M 0.01% 1858
2016
Q2
$1.45M Sell
53,768
-689
-1% -$18.8K ﹤0.01% 2557
2016
Q1
$1.35M Sell
54,457
-568
-1% -$11.8K ﹤0.01% 2697
2015
Q4
$1.34M Sell
55,025
-19,834
-26% -$488K ﹤0.01% 2556
2015
Q3
$1.99M Sell
74,859
-20,041
-21% -$588K ﹤0.01% 1852
2015
Q2
$2.64M Sell
94,900
-5,003
-5% -$137K 0.01% 1991
2015
Q1
$2.67M Buy
99,903
+3,576
+4% +$101K 0.01% 1956
2014
Q4
$2.7M Buy
96,327
+10,574
+12% +$290K 0.01% 1875
2014
Q3
$2.36M Buy
85,753
+18,054
+27% +$513K 0.01% 1911
2014
Q2
$2.04M Buy
67,699
+17,169
+34% +$525K ﹤0.01% 2070
2014
Q1
$1.65M Sell
50,530
-20,132
-28% -$654K ﹤0.01% 2229
2013
Q4
$2M Sell
70,662
-25,301
-26% -$686K ﹤0.01% 2033
2013
Q3
$2.74M Sell
95,963
-21,417
-18% -$544K 0.01% 1592
2013
Q2
$2.71M Buy
+117,380
New +$3.05M 0.01% 1480

Other funds holding USG