Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,234
Closed -$909K 2285
2024
Q3
$909K Sell
6,234
-1,675
-21% -$227K 0.04% 908
2024
Q2
$980K Buy
+7,909
New +$955K 0.05% 790
2023
Q3
Sell
-5,829
Closed -$494K 2038
2023
Q2
$494K Buy
+5,829
New +$480K 0.03% 837
2023
Q1
Sell
-5,913
Closed -$494K 1807
2022
Q4
$494K Sell
5,913
-3,631
-38% -$305K 0.04% 775
2022
Q3
$721K Buy
9,544
+6,344
+198% +$483K 0.05% 750
2022
Q2
$227K Buy
+3,200
New +$235K 0.01% 1240
2021
Q2
Sell
-2,642
Closed -$200K 1608
2021
Q1
$200K Sell
2,642
-768
-23% -$53.2K 0.03% 974
2020
Q4
$211K Buy
+3,410
New +$190K 0.03% 766

Other funds holding R