Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$40K Buy
+20,000
New +$53.8K ﹤0.01% 467
2018
Q2
Sell
-25,721
Closed -$471K 417
2018
Q1
$471K Sell
25,721
-24,854
-49% -$488K 0.02% 274
2017
Q4
$1.01M Sell
50,575
-8,365
-14% -$143K 0.05% 213
2017
Q3
$974K Sell
58,940
-316,070
-84% -$5.72M 0.05% 195
2017
Q2
$7.04M Buy
375,010
+872
+0.2% +$16.2K 0.38% 60
2017
Q1
$6.78M Buy
374,138
+10,758
+3% +$203K 0.36% 58
2016
Q4
$6.65M Buy
363,380
+333,180
+1,103% +$6.88M 0.37% 60
2016
Q3
$710K Buy
+30,200
New +$798K 0.04% 221

Other funds holding COTY