Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Hold
0
3477
2017
Q1
Hold
0
3415
2016
Q4
Hold
0
3271
2016
Q3
Sell
-1,212
Closed -$26K 3608
2016
Q2
$26K Buy
+1,212
New +$25.9K ﹤0.01% 2928
2016
Q1
Hold
0
3967
2015
Q3
Sell
-26,148
Closed -$425K 4292
2015
Q2
$425K Buy
+26,148
New +$439K 0.03% 2230
2015
Q1
Hold
0
4293
2014
Q4
Hold
0
4365
2014
Q3
Sell
-9,360
Closed -$131K 4691
2014
Q2
$120K Buy
+9,360
New +$114K ﹤0.01% 3616
2014
Q1
Sell
-35,532
Closed -$459K 4502
2013
Q4
$471K Buy
35,532
+30,573
+617% +$374K 0.02% 2523
2013
Q3
$53K Sell
4,959
-10,623
-68% -$114K ﹤0.01% 3573
2013
Q2
$170K Buy
+15,582
New +$159K 0.01% 3162

Other funds holding NDAQ