Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$228K Sell
596
-339
-36% -$107K 0.28% 70
2020
Q2
$233K Buy
+935
New +$169K 0.3% 61
2020
Q1
Sell
-1,050
Closed -$223K 240
2019
Q4
$223K Buy
1,050
+650
+163% +$127K 0.19% 98
2019
Q3
$68K Buy
400
+300
+300% +$42.7K 0.06% 180
2019
Q2
$11K Hold
100
0.01% 300
2019
Q1
$10K Sell
100
-200
-67% -$27.2K 0.01% 338
2018
Q4
$36K Buy
+300
New +$36.1K 0.02% 255
2018
Q2
Sell
-1,000
Closed -$95K 456
2018
Q1
$95K Sell
1,000
-1,000
-50% -$88.7K 0.05% 195
2017
Q4
$172K Buy
+2,000
New +$181K 0.09% 143

Other funds holding RH