Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-900
Closed -$52.1K 3362
2023
Q4
$52K Sell
900
-12,969
-94% -$684K 0.01% 1435
2023
Q3
$673K Buy
13,869
+7,550
+119% +$383K 0.11% 335
2023
Q2
$315K Buy
+6,319
New +$342K 0.07% 463
2023
Q1
Sell
-366
Closed -$21.1K 4572
2022
Q4
$22K Buy
+366
New +$22.8K ﹤0.01% 2148
2022
Q3
Hold
0
5471
2022
Q2
Hold
0
5618
2022
Q1
Hold
0
5953
2021
Q4
Hold
0
6026
2021
Q3
Hold
0
6356
2021
Q2
Hold
0
6340
2021
Q1
Sell
-2,901
Closed -$138K 6294
2020
Q4
$128K Buy
+2,901
New +$123K 0.01% 1372
2020
Q3
Hold
0
5279
2020
Q2
Hold
0
4960
2020
Q1
Sell
-23,661
Closed -$838K 4663
2019
Q4
$844K Buy
+23,661
New +$806K 0.07% 300
2019
Q3
Sell
-5,247
Closed -$174K 4739
2019
Q2
$168K Buy
+5,247
New +$161K 0.02% 812
2019
Q1
Sell
-900
Closed -$25.6K 4732
2018
Q4
$24K Sell
900
-4,890
-84% -$139K ﹤0.01% 1987
2018
Q3
$165K Buy
5,790
+393
+7% +$12.1K 0.02% 928
2018
Q2
$164K Buy
5,397
+4,170
+340% +$125K 0.02% 878
2018
Q1
$35K Buy
1,227
+927
+309% +$25K ﹤0.01% 1913
2017
Q4
$7K Sell
300
-8,223
-96% -$207K ﹤0.01% 3396
2017
Q3
$220K Sell
8,523
-3,756
-31% -$93.3K 0.01% 1109
2017
Q2
$292K Buy
12,279
+2,514
+26% +$57.8K 0.01% 1013
2017
Q1
$226K Sell
9,765
-15,864
-62% -$368K 0.01% 1096
2016
Q4
$573K Buy
25,629
+11,214
+78% +$247K 0.03% 627
2016
Q3
$324K Buy
+14,415
New +$333K 0.02% 860
2016
Q2
Sell
-189
Closed -$4.04K 7253
2016
Q1
$4K Sell
189
-114
-38% -$2.35K ﹤0.01% 5063
2015
Q4
$5K Buy
+303
New +$5.77K ﹤0.01% 4911

Other funds holding NDAQ