Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,800
Closed -$140K 338
2023
Q4
$140K Buy
+3,800
New +$137K 0.08% 128
2023
Q3
Sell
-3,800
Closed -$129K 356
2023
Q2
$129K Buy
+3,800
New +$130K 0.04% 166
2022
Q3
Sell
-3,800
Closed -$111K 326
2022
Q2
$111K Buy
+3,800
New +$122K 0.07% 143
2020
Q1
Sell
-8,491
Closed -$216K 142
2019
Q4
$216K Sell
8,491
-10,275
-55% -$262K 0.08% 135
2019
Q3
$526K Sell
18,766
-892
-5% -$26.1K 0.18% 90
2019
Q2
$633K Hold
19,658
0.22% 85
2019
Q1
$647K Buy
19,658
+2,700
+16% +$90.7K 0.21% 84
2018
Q4
$514K Buy
16,958
+4,066
+32% +$136K 0.18% 96
2018
Q3
$447K Sell
12,892
-200
-2% -$7.16K 0.13% 111
2018
Q2
$447K Buy
13,092
+350
+3% +$12.2K 0.13% 107
2018
Q1
$421K Sell
12,742
-500
-4% -$17.9K 0.12% 112
2017
Q4
$470K Sell
13,242
-3,325
-20% -$117K 0.13% 108
2017
Q3
$580K Hold
16,567
0.18% 89
2017
Q2
$553K Sell
16,567
-3,400
-17% -$118K 0.18% 86
2017
Q1
$720K Sell
19,967
-1,605
-7% -$59.1K 0.22% 73
2016
Q4
$747K Buy
21,572
+2,365
+12% +$76.8K 0.24% 71
2016
Q3
$650K Sell
19,207
-3,600
-16% -$119K 0.21% 79
2016
Q2
$767K Buy
22,807
+1,060
+5% +$33.6K 0.27% 63
2016
Q1
$646K Buy
21,747
+50
+0.2% +$1.36K 0.23% 71
2015
Q4
$853K Buy
21,697
+8,750
+68% +$330K 0.3% 67
2015
Q3
$495K Buy
12,947
+6,825
+111% +$348K 0.22% 78
2015
Q2
$437K Buy
6,122
+575
+10% +$42.5K 0.13% 113
2015
Q1
$406K Sell
5,547
-565
-9% -$42.9K 0.12% 121
2014
Q4
$449K Buy
6,112
+2,250
+58% +$143K 0.13% 122
2014
Q3
$228K Hold
3,862
0.07% 159
2014
Q2
$249K Buy
3,862
+2,125
+122% +$121K 0.07% 150
2014
Q1
$85K Sell
1,737
-475
-21% -$22K 0.04% 113
2013
Q4
$99K Sell
2,212
-2,763
-56% -$105K 0.04% 111
2013
Q3
$181K Sell
4,975
-825
-14% -$29.8K 0.05% 148
2013
Q2
$213K Buy
+5,800
New +$216K 0.11% 124

Other funds holding MPLX