Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Hold
0
3402
2023
Q4
Sell
-4,419
Closed -$356K 4270
2023
Q3
$335K Buy
4,419
+4,418
+441,800% +$341K 0.05% 561
2023
Q2
$0 Sell
1
-1
-50% -$68 ﹤0.01% 4183
2023
Q1
$0 Sell
2
-419
-100% -$27.1K ﹤0.01% 4601
2022
Q4
$25K Sell
421
-1,168
-74% -$77.4K ﹤0.01% 2064
2022
Q3
$98K Sell
1,589
-597
-27% -$41.5K 0.01% 1401
2022
Q2
$142K Sell
2,186
-1,805
-45% -$130K 0.02% 1215
2022
Q1
$331K Sell
3,991
-33
-0.8% -$2.87K 0.03% 879
2021
Q4
$370K Buy
4,024
+172
+4% +$15.5K 0.03% 905
2021
Q3
$345K Buy
3,852
+58
+2% +$4.9K 0.03% 996
2021
Q2
$310K Buy
3,794
+1,734
+84% +$135K 0.02% 1039
2021
Q1
$149K Sell
2,060
-480
-19% -$32.3K 0.01% 1467
2020
Q4
$168K Buy
2,540
+1,600
+170% +$84.5K 0.01% 1191
2020
Q3
$41K Buy
940
+99
+12% +$4.32K ﹤0.01% 1924
2020
Q2
$37K Sell
841
-1,414
-63% -$60.7K ﹤0.01% 1952
2020
Q1
$94K Buy
+2,255
New +$117K 0.01% 1359
2019
Q4
Hold
0
4670
2019
Q3
Sell
-3,560
Closed -$191K 4768
2019
Q2
$219K Buy
+3,560
New +$240K 0.03% 663
2019
Q1
Sell
-900
Closed -$58.1K 4760
2018
Q4
$53K Buy
+900
New +$64.7K 0.01% 1442
2018
Q3
Sell
-67
Closed -$5.54K 4715
2018
Q2
$5K Sell
67
-6,919
-99% -$487K ﹤0.01% 3114
2018
Q1
$430K Buy
+6,986
New +$426K 0.05% 463
2017
Q3
Sell
-569
Closed -$22K 6615
2017
Q2
$22K Buy
569
+69
+14% +$2.75K ﹤0.01% 3328
2017
Q1
$20K Buy
+500
New +$19.7K ﹤0.01% 3325
2016
Q3
Sell
-75
Closed -$1K 7368
2016
Q2
$1K Hold
75
﹤0.01% 6169
2016
Q1
$2K Hold
75
﹤0.01% 5622
2015
Q4
$1K Buy
+75
New +$2.35K ﹤0.01% 6004

Other funds holding NTAP