Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,800
Closed -$6K 2712
2023
Q4
$6K Sell
7,800
-3,400
-30% -$84.1K ﹤0.01% 2644
2023
Q3
$7K Buy
11,200
+3,700
+49% +$104K ﹤0.01% 2665
2023
Q2
$10K Sell
7,500
-300
-4% -$9.04K ﹤0.01% 2247
2023
Q1
$10K Buy
+7,800
New +$285K ﹤0.01% 2319
2022
Q4
Sell
-22,500
Closed -$5K 4657
2022
Q3
$5K Buy
22,500
+9,300
+70% +$330K ﹤0.01% 3644
2022
Q2
$3K Sell
13,200
-9,200
-41% -$437K ﹤0.01% 4040
2022
Q1
$20K Buy
22,400
+10,400
+87% +$824K ﹤0.01% 3060
2021
Q4
$22K Sell
12,000
-16,200
-57% -$2.53M ﹤0.01% 3045
2021
Q3
$107K Buy
28,200
+16,800
+147% +$3.38M ﹤0.01% 1859
2021
Q2
$357K Sell
11,400
-900
-7% -$187K 0.02% 945
2021
Q1
$218K Buy
12,300
+2,300
+23% +$564K 0.01% 1207
2020
Q4
$191K Buy
10,000
+2,900
+41% +$525K 0.01% 1117
2020
Q3
$65K Sell
7,100
-8,300
-54% -$890K ﹤0.01% 1612
2020
Q2
$31K Sell
15,400
-7,000
-31% -$360K ﹤0.01% 2073
2020
Q1
$28K Buy
+22,400
New +$603K ﹤0.01% 2094

Other funds holding FVRR