Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$18K Sell
104
-787
-88% -$126K 0.08% 354
2020
Q2
$78K Buy
+891
New +$136K 0.06% 378
2019
Q4
$38K Sell
249
-2,835
-92% -$416K 0.02% 392
2019
Q3
$446K Buy
+3,084
New +$461K 0.29% 120
2019
Q2
Sell
-20
Closed -$3K 506
2019
Q1
$3K Sell
20
-2,496
-99% -$294K ﹤0.01% 424
2018
Q4
$268K Buy
2,516
+2,493
+10,839% +$278K 0.19% 26
2018
Q3
$3K Sell
23
-3
-12% -$339 ﹤0.01% 399
2018
Q2
$3K Sell
26
-573
-96% -$57.6K 0.01% 400
2018
Q1
$56K Sell
599
-292
-33% -$26.6K 0.07% 396
2017
Q4
$78K Buy
+891
New +$79.5K 0.06% 378

Other funds holding STE