Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-6,781
Closed -$1.15M 77
2020
Q3
$1.15M Buy
6,781
+2,121
+46% +$373K 0.38% 79
2020
Q2
$874K Buy
4,660
+309
+7% +$58.6K 0.34% 82
2020
Q1
$771K Sell
4,351
-89
-2% -$17.3K 0.36% 77
2019
Q4
$908K Buy
4,440
+693
+18% +$127K 0.42% 81
2019
Q3
$569K Buy
3,747
+880
+31% +$143K 0.27% 109
2019
Q2
$452K Sell
2,867
-866
-23% -$136K 0.19% 117
2019
Q1
$600K Buy
3,733
+822
+28% +$150K 0.26% 104
2018
Q4
$553K Buy
2,911
+297
+11% +$62K 0.28% 94
2018
Q3
$544K Buy
2,614
+812
+45% +$151K 0.21% 114
2018
Q2
$306K Buy
1,802
+513
+40% +$88.8K 0.14% 128
2018
Q1
$216K Buy
+1,289
New +$251K 0.1% 147

Other funds holding CI