Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,328
Closed -$327K 488
2024
Q3
$327K Sell
3,328
-26,809
-89% -$2.36M 0.03% 290
2024
Q2
$2.22M Sell
30,137
-1,392
-4% -$106K 0.23% 100
2024
Q1
$2.48M Sell
31,529
-1,664
-5% -$130K 0.24% 105
2023
Q4
$2.65M Buy
33,193
+3,800
+13% +$254K 0.27% 92
2023
Q3
$1.87M Buy
29,393
+1,455
+5% +$89.8K 0.22% 116
2023
Q2
$1.57M Hold
27,938
0.18% 133
2023
Q1
$1.37M Hold
27,938
0.17% 148
2022
Q4
$1.24M Hold
27,938
0.16% 157
2022
Q3
$1.16M Hold
27,938
0.2% 152
2022
Q2
$1.48M Hold
27,938
0.36% 68
2022
Q1
$1.57M Hold
27,938
0.32% 77
2021
Q4
$1.5M Hold
27,938
0.31% 88
2021
Q3
$1.43M Hold
27,938
0.31% 85
2021
Q2
$1.21M Hold
27,938
0.22% 165
2021
Q1
$1.39M Sell
27,938
-10,396
-27% -$493K 0.25% 127
2020
Q4
$1.69M Buy
38,334
+2,092
+6% +$83.7K 0.36% 74
2020
Q3
$1.33M Buy
36,242
+1,844
+5% +$68.5K 0.35% 80
2020
Q2
$1.22M Sell
34,398
-30,048
-47% -$1.03M 0.31% 96
2020
Q1
$2.02M Buy
64,446
+19,132
+42% +$728K 0.62% 20
2019
Q4
$1.91M Buy
45,314
+28,130
+164% +$1.15M 0.36% 67
2019
Q3
$654K Hold
17,184
0.14% 237
2019
Q2
$592K Hold
17,184
0.12% 260
2019
Q1
$761K Buy
17,184
+2,584
+18% +$107K 0.16% 223
2018
Q4
$520K Sell
14,600
-22,040
-60% -$888K 0.12% 267
2018
Q3
$1.7M Buy
36,640
+600
+2% +$29.9K 0.33% 88
2018
Q2
$1.7M Buy
36,040
+1,600
+5% +$69.8K 0.35% 81
2018
Q1
$1.34M Buy
34,440
+8,780
+34% +$338K 0.28% 119
2017
Q4
$965K Sell
25,660
-1,000
-4% -$42.1K 0.27% 140
2017
Q3
$1.23M Hold
26,660
0.35% 84
2017
Q2
$988K Sell
26,660
-480
-2% -$17.4K 0.24% 164
2017
Q1
$916K Buy
+27,140
New +$832K 0.22% 179

Other funds holding PLUS