Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,573
Closed -$18K 5542
2022
Q2
$18K Sell
1,573
-2,327
-60% -$32.8K ﹤0.01% 2765
2022
Q1
$84K Sell
3,900
-1,189
-23% -$24.1K ﹤0.01% 1827
2021
Q4
$104K Buy
+5,089
New +$112K ﹤0.01% 1824
2021
Q3
Sell
-2,166
Closed -$51.2K 6400
2021
Q2
$54K Buy
2,166
+1,800
+492% +$45.5K ﹤0.01% 2425
2021
Q1
$9K Sell
366
-11,519
-97% -$285K ﹤0.01% 3917
2020
Q4
$233K Buy
11,885
+10,685
+890% +$154K 0.01% 1002
2020
Q3
$12K Buy
+1,200
New +$13.8K ﹤0.01% 2872
2020
Q2
Sell
-1,502
Closed -$17.4K 4912
2020
Q1
$18K Sell
1,502
-798
-35% -$10.2K ﹤0.01% 2378
2019
Q4
$27K Buy
+2,300
New +$23.1K ﹤0.01% 2042
2019
Q3
Sell
-6,500
Closed -$57.8K 4742
2019
Q2
$63K Buy
6,500
+4,216
+185% +$43.5K 0.01% 1380
2019
Q1
$26K Buy
2,284
+2,041
+840% +$26.3K ﹤0.01% 1861
2018
Q4
$2K Buy
243
+143
+143% +$2.25K ﹤0.01% 3452
2018
Q3
$2K Buy
+100
New +$1.65K ﹤0.01% 3591
2018
Q1
Sell
-2,900
Closed -$23K 5252
2017
Q4
$23K Sell
2,900
-22,694
-89% -$186K ﹤0.01% 2456
2017
Q3
$217K Buy
25,594
+16,920
+195% +$164K 0.01% 1119
2017
Q2
$111K Buy
8,674
+3,832
+79% +$46.6K ﹤0.01% 1771
2017
Q1
$67K Buy
+4,842
New +$67.1K ﹤0.01% 2107
2016
Q1
Sell
-6,427
Closed -$61.2K 7236
2015
Q4
$71K Buy
+6,427
New +$81.3K ﹤0.01% 2099

Other funds holding UIS