Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$63K Buy
+1,012
New +$61K 0.03% 584
2021
Q3
Sell
-1,716
Closed -$56.3K 6276
2021
Q2
$55K Buy
+1,716
New +$51.2K ﹤0.01% 2412
2021
Q1
Sell
-7,794
Closed -$202K 6224
2020
Q4
$165K Sell
7,794
-23,097
-75% -$574K 0.01% 1202
2020
Q3
$813K Buy
30,891
+27,964
+955% +$1.08M 0.09% 380
2020
Q2
$79K Buy
+2,927
New +$70.4K 0.01% 1452
2017
Q3
Sell
-941
Closed -$16K 6482
2017
Q2
$16K Buy
+941
New +$18.1K ﹤0.01% 3648
2017
Q1
Sell
-1,807
Closed -$32.7K 7007
2016
Q4
$31K Sell
1,807
-843
-32% -$12.2K ﹤0.01% 3020
2016
Q3
$38K Sell
2,650
-3,928
-60% -$50.1K ﹤0.01% 2724
2016
Q2
$82K Buy
+6,578
New +$74.5K 0.01% 1870

Other funds holding LRN