Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-14,400
Closed -$904K 2272
2018
Q3
$904K Buy
14,400
+7,877
+121% +$485K ﹤0.01% 936
2018
Q2
$395K Sell
6,523
-237
-4% -$14.5K ﹤0.01% 1484
2018
Q1
$405K Buy
6,760
+949
+16% +$55.5K ﹤0.01% 1374
2017
Q4
$334K Buy
5,811
+1,423
+32% +$68.3K ﹤0.01% 1411
2017
Q3
$195K Buy
4,388
+830
+23% +$35.2K ﹤0.01% 1543
2017
Q2
$150K Hold
3,558
﹤0.01% 1565
2017
Q1
$134K Sell
3,558
-474
-12% -$19.1K ﹤0.01% 1587
2016
Q4
$153K Buy
4,032
+3,558
+751% +$117K ﹤0.01% 1582
2016
Q3
$14K Sell
474
-475
-50% -$13.7K ﹤0.01% 1856
2016
Q2
$24K Hold
949
﹤0.01% 1855
2016
Q1
$25K Buy
+949
New +$23.2K ﹤0.01% 1813
2015
Q4
Sell
-20,399
Closed -$614K 2061
2015
Q3
$614K Buy
20,399
+356
+2% +$11.8K ﹤0.01% 1167
2015
Q2
$745K Buy
+20,043
New +$724K ﹤0.01% 1093