Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Hold
0
3562
2017
Q2
Sell
-3,237
Closed -$224K 3635
2017
Q1
$244K Buy
+3,237
New +$245K 0.07% 1787
2016
Q4
Hold
0
3401
2016
Q3
Hold
0
3729
2016
Q2
Sell
-8,108
Closed -$525K 3992
2016
Q1
$525K Buy
8,108
+7,999
+7,339% +$454K 0.07% 1537
2015
Q4
$6K Buy
+109
New +$7.2K ﹤0.01% 3387
2015
Q2
Sell
-109
Closed -$10K 4367
2015
Q1
$10K Buy
109
+100
+1,111% +$9.19K ﹤0.01% 3591
2014
Q4
$1K Sell
9
-12,931
-100% -$1.15M ﹤0.01% 3898
2014
Q3
$1.16M Buy
12,940
+12,912
+46,114% +$1.16M 0.04% 1990
2014
Q2
$2K Sell
28
-72
-72% -$6.03K ﹤0.01% 4440
2014
Q1
$8K Sell
100
-12
-11% -$889 ﹤0.01% 3967
2013
Q4
$8K Sell
112
-7,974
-99% -$528K ﹤0.01% 3807
2013
Q3
$483K Buy
+8,086
New +$485K 0.03% 2453
2013
Q2
Hold
0
4363

Other funds holding R