Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-52
Closed -$17.2K 571
2024
Q2
$17.2K Hold
52
0.01% 461
2024
Q1
$18.9K Buy
+52
New +$17.1K 0.01% 434
2023
Q4
Sell
-64
Closed -$18.3K 543
2023
Q3
$18.3K Sell
64
-14
-18% -$3.99K 0.01% 401
2023
Q2
$22K Sell
78
-1
-1% -$260 0.01% 356
2023
Q1
$20K Sell
79
-16
-17% -$4.66K 0.01% 372
2022
Q4
$31K Buy
95
+5
+6% +$1.58K 0.02% 295
2022
Q3
$25K Sell
90
-14
-13% -$3.94K 0.01% 331
2022
Q2
$27K Buy
104
+7
+7% +$1.8K 0.01% 324
2022
Q1
$23K Sell
97
-17
-15% -$3.98K 0.01% 385
2021
Q4
$26K Sell
114
-2
-2% -$425 0.01% 367
2021
Q3
$23K Hold
116
0.01% 386
2021
Q2
$24K Buy
116
+8
+7% +$2K 0.01% 382
2021
Q1
$26K Sell
108
-25
-19% -$5.57K 0.01% 351
2020
Q4
$28K Sell
133
-1
-0.7% -$196 0.01% 329
2020
Q3
$28K Buy
134
+58
+76% +$10.2K 0.01% 323
2020
Q2
$14K Hold
76
0.01% 401
2020
Q1
$15K Sell
76
-3
-4% -$582 0.01% 378
2019
Q4
$16K Sell
79
-1
-1% -$183 0.01% 363
2019
Q3
$12K Buy
80
+24
+43% +$3.91K 0.01% 405
2019
Q2
$9K Sell
56
-4
-7% -$627 0.01% 456
2019
Q1
$10K Buy
60
+23
+62% +$4.2K 0.01% 442
2018
Q4
$7K Buy
37
+15
+68% +$3.13K 0.01% 465
2018
Q3
$4 Buy
22
+2
+10% +$371 ﹤0.01% 594
2018
Q2
$4 Hold
20
﹤0.01% 654
2018
Q1
$3K Buy
+20
New +$3.89K ﹤0.01% 691

Other funds holding CI