Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-17
Closed -$4.69K 268
2024
Q4
$4.69K Sell
17
-15
-47% -$4.78K ﹤0.01% 722
2024
Q3
$11.1K Hold
32
﹤0.01% 765
2024
Q2
$10.6K Hold
32
0.01% 547
2024
Q1
$11.6K Sell
32
-7
-18% -$2.3K 0.01% 542
2023
Q4
$11.7K Sell
39
-8
-17% -$2.34K 0.01% 497
2023
Q3
$13.4K Buy
47
+20
+74% +$5.7K 0.01% 568
2023
Q2
$7.58K Sell
27
-11
-29% -$2.87K ﹤0.01% 625
2023
Q1
$9.71K Sell
38
-20
-34% -$5.83K 0.01% 598
2022
Q4
$19.2K Sell
58
-269
-82% -$85.1K 0.01% 537
2022
Q3
$91K Sell
327
-27
-8% -$7.6K 0.06% 217
2022
Q2
$93.3K Buy
+354
New +$91.2K 0.06% 218
2022
Q1
Sell
-296
Closed -$68K 418
2021
Q4
$68K Sell
296
-296
-50% -$62.9K 0.04% 278
2021
Q3
$118K Buy
592
+174
+42% +$37.8K 0.07% 205
2021
Q2
$100K Buy
+418
New +$104K 0.08% 152

Other funds holding CI