Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-19,795
Closed -$426K 83
2020
Q3
$426K Buy
19,795
+2,198
+12% +$49.1K 0.27% 33
2020
Q2
$398K Sell
17,597
-18,576
-51% -$423K 0.26% 36
2020
Q1
$796K Sell
36,173
-10,393
-22% -$284K 0.58% 20
2019
Q4
$1.37M Buy
46,566
+12,644
+37% +$365K 0.9% 15
2019
Q3
$969K Sell
33,922
-927
-3% -$24.6K 0.69% 22
2019
Q2
$894K Sell
34,849
-2,273
-6% -$54.5K 0.64% 24
2019
Q1
$879K Buy
37,122
+74
+0.2% +$1.7K 0.67% 22
2018
Q4
$799K Sell
37,048
-7,784
-17% -$181K 0.68% 21
2018
Q3
$1.14M Buy
44,832
+4,369
+11% +$107K 0.77% 19
2018
Q2
$981K Sell
40,463
-927
-2% -$23.3K 0.68% 24
2018
Q1
$1.11M Buy
41,390
+530
+1% +$14.8K 0.8% 18
2017
Q4
$1.2M Buy
40,860
+11,850
+41% +$324K 0.88% 16
2017
Q3
$858K Buy
29,010
+794
+3% +$22.5K 0.63% 29
2017
Q2
$804K Buy
28,216
+2,099
+8% +$61.9K 0.61% 33
2017
Q1
$820K Sell
26,117
-28,408
-52% -$894K 0.63% 33
2016
Q4
$1.75M Sell
54,525
-2,913
-5% -$86K 1.43% 9
2016
Q3
$1.76M Sell
57,438
-8,054
-12% -$255K 1.1% 18
2016
Q2
$2.14M Sell
65,492
-1,456
-2% -$43.3K 0.82% 13
2016
Q1
$1.98M Sell
66,948
-874
-1% -$24.2K 0.78% 21
2015
Q4
$1.76M Buy
67,822
+7,414
+12% +$188K 0.84% 19
2015
Q3
$1.49M Sell
60,408
-3,310
-5% -$84.4K 0.87% 21
2015
Q2
$1.71M Buy
+63,718
New +$1.65M 0.82% 20
2013
Q3
Sell
-794
Closed -$21K 152
2013
Q2
$21K Buy
+794
New +$22.1K 0.01% 171

Other funds holding T