Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,436
Closed -$408K 134
2022
Q1
$408K Sell
3,436
-8,900
-72% -$1.07M 0.14% 129
2021
Q4
$1.68M Sell
12,336
-1,256
-9% -$181K 0.49% 111
2021
Q3
$2.11M Sell
13,592
-818
-6% -$133K 0.71% 54
2021
Q2
$2.08M Sell
14,410
-6,435
-31% -$904K 0.89% 53
2021
Q1
$2.75M Buy
20,845
+7,032
+51% +$875K 1.21% 26
2020
Q4
$1.65M Sell
13,813
-14,080
-50% -$1.56M 0.49% 39
2020
Q3
$2.65M Buy
+27,893
New +$2.79M 2.38% 17
2019
Q2
Sell
-30,095
Closed -$2.6M 122
2019
Q1
$2.6M Buy
+30,095
New +$2.27M 1.33% 28

Other funds holding GRMN