Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-22,868
Closed -$1.17M 5920
2017
Q3
$1.17M Sell
22,868
-41,989
-65% -$2.1M 0.05% 1826
2017
Q2
$3.25M Buy
+64,857
New +$3.12M 0.14% 980
2017
Q1
Hold
0
6091
2016
Q4
Hold
0
6079
2016
Q3
Sell
-11,402
Closed -$465K 5780
2016
Q2
$475K Sell
11,402
-27,619
-71% -$1.2M 0.03% 2401
2016
Q1
$1.98M Buy
39,021
+38,440
+6,616% +$1.84M 0.15% 1164
2015
Q4
$23K Buy
+581
New +$24.9K ﹤0.01% 4482
2015
Q3
Hold
0
6622
2014
Q4
Sell
-6,135
Closed -$238K 6062
2014
Q3
$238K Buy
+6,135
New +$230K 0.01% 3156
2014
Q2
Hold
0
5914