Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-667
Closed -$136K 515
2019
Q4
$136K Buy
+667
New +$122K 0.01% 520
2019
Q2
Sell
-667
Closed -$107K 523
2019
Q1
$107K Sell
667
-1,421
-68% -$260K 0.01% 527
2018
Q4
$397K Buy
+2,088
New +$436K 0.03% 376
2014
Q4
Sell
-10,815
Closed -$981K 542
2014
Q3
$981K Hold
10,815
0.04% 280
2014
Q2
$995K Buy
10,815
+550
+5% +$47.2K 0.04% 274
2014
Q1
$859K Hold
10,265
0.04% 287
2013
Q4
$898K Sell
10,265
-4,085
-28% -$334K 0.04% 274
2013
Q3
$1.1M Buy
14,350
+11,250
+363% +$878K 0.05% 244
2013
Q2
$225K Buy
+3,100
New +$209K 0.01% 457

Other funds holding CI