Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-94,856
Closed -$4.91M 772
2019
Q3
$4.91M Buy
94,856
+196
+0.2% +$10.2K 0.06% 166
2019
Q2
$5.52M Sell
94,660
-1,394
-1% -$83K 0.07% 155
2019
Q1
$5.95M Sell
96,054
-2,181
-2% -$128K 0.08% 148
2018
Q4
$4.73M Sell
98,235
-159
-0.2% -$9.11K 0.07% 161
2018
Q3
$7.19M Sell
98,394
-5,232
-5% -$399K 0.09% 139
2018
Q2
$7.47M Buy
103,626
+1,446
+1% +$101K 0.1% 126
2018
Q1
$7.44M Buy
102,180
+3,062
+3% +$247K 0.1% 129
2017
Q4
$8.34M Sell
99,118
-1,945
-2% -$159K 0.11% 120
2017
Q3
$8.54M Sell
101,063
-365
-0.4% -$27.6K 0.12% 116
2017
Q2
$7.3M Sell
101,428
-36,204
-26% -$2.51M 0.12% 115
2017
Q1
$10.4M Sell
137,632
-11,492
-8% -$870K 0.18% 89
2016
Q4
$11.1M Sell
149,124
-10,007
-6% -$737K 0.19% 93
2016
Q3
$10.5M Buy
159,131
+17,503
+12% +$1.15M 0.21% 92
2016
Q2
$8.68M Buy
141,628
+7,278
+5% +$482K 0.19% 99
2016
Q1
$8.71M Buy
134,350
+26,920
+25% +$1.53M 0.2% 86
2015
Q4
$6.11M Hold
107,430
0.17% 123
2015
Q3
$7.97M Buy
107,430
+84,423
+367% +$7.21M 0.22% 93
2015
Q2
$2M Buy
23,007
+2,721
+13% +$257K 0.05% 280
2015
Q1
$1.93M Buy
20,286
+2,760
+16% +$254K 0.05% 231
2014
Q4
$1.63M Sell
17,526
-1,193
-6% -$106K 0.04% 237
2014
Q3
$1.68M Buy
18,719
+10,093
+117% +$905K 0.04% 253
2014
Q2
$760K Buy
8,626
+1,560
+22% +$131K 0.02% 342
2014
Q1
$564K Buy
+7,066
New +$523K 0.01% 379

Other funds holding R