Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$351K Sell
18,344
-180
-1% -$3.13K 0.21% 61
2024
Q1
$326K Sell
18,524
-10,885
-37% -$186K 0.2% 62
2023
Q4
$493K Sell
29,409
-47,106
-62% -$744K 0.31% 53
2023
Q3
$1.15M Buy
76,515
+61
+0.1% +$894 0.86% 35
2023
Q2
$1.22M Sell
76,454
-4,513
-6% -$76.9K 0.89% 32
2023
Q1
$1.56M Buy
80,967
+11,614
+17% +$222K 1.22% 29
2022
Q4
$1.28M Sell
69,353
-13,788
-17% -$247K 1.16% 28
2022
Q3
$1.27M Buy
83,141
+8,545
+11% +$155K 1.13% 31
2022
Q2
$1.56M Buy
+74,596
New +$1.49M 1.32% 26

Other funds holding T