Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-200
Closed -$6K 3491
2023
Q1
$6K Sell
200
-800
-80% -$94K ﹤0.01% 2593
2022
Q4
$2K Sell
1,000
-4,500
-82% -$317K ﹤0.01% 3602
2022
Q3
$2K Buy
+5,500
New +$355K ﹤0.01% 4118
2020
Q1
Sell
-5,000
Closed -$6K 3927
2019
Q4
$6K Buy
5,000
+3,500
+233% +$73.7K ﹤0.01% 2904
2019
Q3
$1K Buy
+1,500
New +$24K ﹤0.01% 3644
2019
Q2
Sell
-2,900
Closed -$1K 4134
2019
Q1
$1K Buy
+2,900
New +$58.9K ﹤0.01% 3577
2018
Q2
Sell
-4,900
Closed -$1K 4109
2018
Q1
$1K Sell
4,900
-6,800
-58% -$179K ﹤0.01% 3949
2017
Q4
$13K Buy
+11,700
New +$368K ﹤0.01% 2908

Other funds holding ACLS