Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$5K Sell
2,500
-113,300
-98% -$703K ﹤0.01% 1563
2023
Q4
$31K Buy
115,800
+96,000
+485% +$450K ﹤0.01% 1719
2023
Q3
$2K Sell
19,800
-23,400
-54% -$154K ﹤0.01% 3281
2023
Q2
$29K Buy
43,200
+17,000
+65% +$124K ﹤0.01% 1622
2023
Q1
$1K Sell
26,200
-6,800
-21% -$53.7K ﹤0.01% 3457
2022
Q4
$1K Buy
+33,000
New +$241K ﹤0.01% 4056
2022
Q3
Sell
-230,600
Closed -$17K 5218
2022
Q2
$17K Buy
230,600
+205,200
+808% +$2.19M ﹤0.01% 2804
2022
Q1
$13K Sell
25,400
-20,100
-44% -$291K ﹤0.01% 3395
2021
Q4
$7K Buy
45,500
+3,300
+8% +$48.5K ﹤0.01% 3957
2021
Q3
$8K Buy
42,200
+13,600
+48% +$209K ﹤0.01% 4122
2021
Q2
$11K Sell
28,600
-45,900
-62% -$889K ﹤0.01% 3815
2021
Q1
$112K Buy
74,500
+60,600
+436% +$1.05M 0.01% 1682
2020
Q4
$13K Sell
13,900
-19,200
-58% -$263K ﹤0.01% 2994
2020
Q3
$22K Sell
33,100
-26,200
-44% -$294K ﹤0.01% 2389
2020
Q2
$57K Buy
59,300
+29,800
+101% +$294K ﹤0.01% 1655
2020
Q1
$11K Sell
29,500
-400
-1% -$6.63K ﹤0.01% 2659
2019
Q4
$20K Buy
+29,900
New +$556K ﹤0.01% 2214
2019
Q3
Sell
-2,900
Closed -$1K 4374
2019
Q2
$1K Buy
+2,900
New +$51.9K ﹤0.01% 3874
2018
Q4
Sell
-7,700
Closed -$11K 4266
2018
Q3
$11K Sell
7,700
-1,900
-20% -$36K ﹤0.01% 2598
2018
Q2
$1K Sell
9,600
-4,300
-31% -$82.8K ﹤0.01% 3845
2018
Q1
$5K Sell
13,900
-800
-5% -$17K ﹤0.01% 3279
2017
Q4
$25K Buy
14,700
+8,400
+133% +$172K ﹤0.01% 2377
2017
Q3
$7K Sell
6,300
-1,500
-19% -$31.4K ﹤0.01% 4103
2017
Q2
$28K Sell
7,800
-69,400
-90% -$1.53M ﹤0.01% 3073
2017
Q1
$100K Buy
77,200
+49,900
+183% +$1.02M ﹤0.01% 1740
2016
Q4
$57K Buy
27,300
+12,300
+82% +$243K ﹤0.01% 2410
2016
Q3
$14K Sell
15,000
-500
-3% -$8.55K ﹤0.01% 3804
2016
Q2
$8K Buy
15,500
+5,900
+61% +$110K ﹤0.01% 4422
2016
Q1
$11K Sell
9,600
-53,300
-85% -$1.12M ﹤0.01% 3950
2015
Q4
$185K Buy
+62,900
New +$1.57M 0.01% 1246

Other funds holding JBLU