Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-84
Closed -$2K 511
2022
Q2
$2K Sell
84
-248
-75% -$7.89K ﹤0.01% 451
2022
Q1
$14K Sell
332
-587
-64% -$24.5K ﹤0.01% 332
2021
Q4
$42K Sell
919
-2,104
-70% -$97.8K 0.02% 283
2021
Q3
$143K Sell
3,023
-2,546
-46% -$128K 0.07% 202
2021
Q2
$269K Buy
5,569
+142
+3% +$6.94K 0.13% 138
2021
Q1
$231K Buy
5,427
+150
+3% +$6.22K 0.12% 149
2020
Q4
$218K Sell
5,277
-847
-14% -$30.7K 0.14% 135
2020
Q3
$179K Sell
6,124
-107
-2% -$3.08K 0.12% 144
2020
Q2
$166K Sell
6,231
-2,137
-26% -$51.2K 0.12% 139
2020
Q1
$141K Buy
8,368
+1,833
+28% +$49K 0.13% 139
2019
Q4
$180K Sell
6,535
-159
-2% -$4.37K 0.13% 148
2019
Q3
$166K Sell
6,694
-286
-4% -$6.61K 0.13% 150
2019
Q2
$139K Buy
+6,980
New +$142K 0.11% 155

Other funds holding XPO