Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,347
Closed -$247K 624
2021
Q4
$247K Sell
1,347
-490
-27% -$86K 0.02% 569
2021
Q3
$287K Buy
1,837
+100
+6% +$16.4K 0.02% 568
2021
Q2
$305K Sell
1,737
-300
-15% -$55.5K 0.02% 571
2021
Q1
$370K Buy
2,037
+60
+3% +$10.1K 0.03% 528
2020
Q4
$315K Buy
+1,977
New +$278K 0.02% 538
2018
Q3
Sell
-2,847
Closed -$529K 770
2018
Q2
$529K Hold
2,847
0.04% 404
2018
Q1
$531K Sell
2,847
-62
-2% -$11.7K 0.04% 433
2017
Q4
$514K Sell
2,909
-19
-0.6% -$3.33K 0.03% 464
2017
Q3
$506K Sell
2,928
-565
-16% -$85.5K 0.03% 453
2017
Q2
$496K Sell
3,493
-7,996
-70% -$1.13M 0.03% 449
2017
Q1
$1.63M Buy
11,489
+357
+3% +$50.7K 0.11% 149
2016
Q4
$1.47M Buy
+11,132
New +$1.4M 0.16% 144

Other funds holding LEA