Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-316
Closed -$25K 62
2018
Q3
$25K Sell
316
-638
-67% -$48.8K 0.05% 221
2018
Q2
$69K Sell
954
-4,714
-83% -$349K 0.12% 140
2018
Q1
$431K Buy
5,668
+401
+8% +$30.5K 0.31% 65
2017
Q4
$382K Buy
5,267
+5,249
+29,161% +$366K 0.28% 40
2017
Q3
$1K Buy
+18
New +$1.14K ﹤0.01% 516
2017
Q2
Sell
-7,092
Closed -$384K 297
2017
Q1
$384K Buy
7,092
+3,234
+84% +$171K 0.27% 57
2016
Q4
$187K Buy
+3,858
New +$183K 0.19% 115
2016
Q3
Sell
-12,208
Closed -$564K 291
2016
Q2
$564K Buy
+12,208
New +$587K 0.39% 110
2016
Q1
Sell
-5,810
Closed -$311K 286
2015
Q4
$311K Buy
+5,810
New +$319K 0.25% 63

Other funds holding AME