Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-47,100
Closed -$2.04M 2533
2019
Q1
$2.04M Buy
+47,100
New +$2.03M 0.01% 1215
2018
Q2
Sell
-23,500
Closed -$950K 2569
2018
Q1
$950K Buy
+23,500
New +$853K ﹤0.01% 1564
2017
Q1
Sell
-22,432
Closed -$648K 2531
2016
Q4
$648K Buy
22,432
+1,732
+8% +$47.6K ﹤0.01% 1742
2016
Q3
$535K Buy
20,700
+1,900
+10% +$52.7K ﹤0.01% 1651
2016
Q2
$507K Sell
18,800
-29,132
-61% -$795K ﹤0.01% 1510
2016
Q1
$1.19M Sell
47,932
-94,700
-66% -$1.97M 0.01% 1040
2015
Q4
$3.46M Buy
142,632
+130,200
+1,047% +$3.2M 0.02% 563
2015
Q3
$331K Buy
+12,432
New +$365K ﹤0.01% 1452
2015
Q1
Sell
-8,632
Closed -$242K 2571
2014
Q4
$242K Buy
+8,632
New +$237K ﹤0.01% 2094
2014
Q3
Sell
-49,132
Closed -$1.4M 2880
2014
Q2
$1.48M Sell
49,132
-426,800
-90% -$13.1M 0.01% 967
2014
Q1
$15.6M Sell
475,932
-2,400
-0.5% -$78K 0.16% 165
2013
Q4
$13.6M Buy
478,332
+95,900
+25% +$2.6M 0.15% 170
2013
Q3
$10.9M Buy
382,432
+43,259
+13% +$1.1M 0.15% 178
2013
Q2
$7.82M Buy
+339,173
New +$8.81M 0.13% 176

Other funds holding USG