Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-121
Closed -$6K 4225
2023
Q4
$6K Buy
+121
New +$5.18K ﹤0.01% 2690
2023
Q3
Hold
0
4727
2023
Q2
Sell
-2,595
Closed -$117K 4612
2023
Q1
$113K Buy
2,595
+1,564
+152% +$65.1K 0.02% 932
2022
Q4
$32K Sell
1,031
-607
-37% -$19.9K ﹤0.01% 1899
2022
Q3
$46K Buy
1,638
+1,239
+311% +$43.2K 0.01% 1955
2022
Q2
$12K Sell
399
-6,115
-94% -$241K ﹤0.01% 3087
2022
Q1
$314K Sell
6,514
-2,316
-26% -$122K 0.03% 915
2021
Q4
$549K Buy
8,830
+7,461
+545% +$536K 0.04% 703
2021
Q3
$121K Buy
1,369
+1,169
+585% +$119K 0.01% 1761
2021
Q2
$24K Sell
200
-4,400
-96% -$543K ﹤0.01% 3147
2021
Q1
$604K Buy
4,600
+4,030
+707% +$622K 0.05% 649
2020
Q4
$77K Sell
570
-898
-61% -$101K 0.01% 1708
2020
Q3
$149K Buy
1,468
+584
+66% +$45.5K 0.02% 1081
2020
Q2
$50K Buy
+884
New +$43.6K 0.01% 1753
2020
Q1
Sell
-7
Closed -$321 5171
2019
Q4
$0 Sell
7
-1,608
-100% -$59.5K ﹤0.01% 5185
2019
Q3
$47K Sell
1,615
-1,365
-46% -$54.1K 0.01% 1591
2019
Q2
$136K Buy
+2,980
New +$117K 0.02% 927
2019
Q1
Sell
-403
Closed -$14.3K 5270
2018
Q4
$12K Buy
+403
New +$14.2K ﹤0.01% 2447
2018
Q3
Hold
0
5154
2018
Q2
Hold
0
5367
2018
Q1
Hold
0
5683
2017
Q4
Sell
-338
Closed -$13.9K 6397
2017
Q3
$13K Sell
338
-105
-24% -$4.44K ﹤0.01% 3575
2017
Q2
$21K Sell
443
-5,710
-93% -$239K ﹤0.01% 3381
2017
Q1
$208K Buy
6,153
+2,449
+66% +$87.3K 0.01% 1162
2016
Q4
$135K Buy
+3,704
New +$130K 0.01% 1639
2016
Q3
Hold
0
7835
2016
Q2
Sell
-1,000
Closed -$28.4K 7719
2016
Q1
$25K Sell
1,000
-7,329
-88% -$163K ﹤0.01% 3064
2015
Q4
$216K Buy
+8,329
New +$237K 0.02% 1134

Other funds holding ZG