Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-6,740
Closed -$287K 6713
2016
Q3
$287K Buy
6,740
+450
+7% +$14.6K ﹤0.01% 4272
2016
Q2
$166K Sell
6,290
-1,082
-15% -$25.7K ﹤0.01% 4508
2016
Q1
$160K Buy
7,372
+585
+9% +$12.9K ﹤0.01% 4550
2015
Q4
$153K Sell
6,787
-13,951
-67% -$371K ﹤0.01% 4631
2015
Q3
$554K Sell
20,738
-1,564
-7% -$43.7K ﹤0.01% 3890
2015
Q2
$680K Buy
22,302
+1,125
+5% +$37.8K ﹤0.01% 3893
2015
Q1
$721K Buy
21,177
+8,875
+72% +$272K ﹤0.01% 3728
2014
Q4
$378K Buy
12,302
+11,522
+1,477% +$347K ﹤0.01% 4100
2014
Q3
$20K Sell
780
-787
-50% -$16.8K ﹤0.01% 5324
2014
Q2
$29K Buy
+1,567
New +$28.7K ﹤0.01% 5210
2014
Q1
Sell
-59
Closed -$1K 6417
2013
Q4
$1K Buy
+59
New +$1.26K ﹤0.01% 5687