Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-20,130
Closed -$58 1375
2020
Q2
$58 Sell
20,130
-57,970
-74% -$136K ﹤0.01% 1149
2020
Q1
$166K Buy
+78,100
New +$264K ﹤0.01% 1713
2019
Q3
Sell
-18,024
Closed -$76K 2760
2019
Q2
$76K Buy
+18,024
New +$80.5K ﹤0.01% 2321
2018
Q2
Sell
-49,900
Closed -$330K 2378
2018
Q1
$330K Sell
49,900
-206,716
-81% -$1.55M ﹤0.01% 1744
2017
Q4
$1.93M Buy
256,616
+176,594
+221% +$1.4M 0.01% 1010
2017
Q3
$727K Buy
80,022
+42,457
+113% +$403K ﹤0.01% 1438
2017
Q2
$354K Buy
37,565
+18,327
+95% +$161K ﹤0.01% 1778
2017
Q1
$168K Sell
19,238
-7,250
-27% -$61K ﹤0.01% 2057
2016
Q4
$205K Buy
+26,488
New +$211K ﹤0.01% 1908
2016
Q2
Sell
-5,743
Closed -$39K 2183
2016
Q1
$39K Buy
5,743
+25
+0.4% +$123 ﹤0.01% 2056
2015
Q4
$29K Hold
5,718
﹤0.01% 2163
2015
Q3
$37K Hold
5,718
﹤0.01% 2130
2015
Q2
$48K Sell
5,718
-60,995
-91% -$544K ﹤0.01% 2443
2015
Q1
$561K Buy
66,713
+10,163
+18% +$87.5K ﹤0.01% 1330
2014
Q4
$512K Sell
56,550
-170,720
-75% -$1.77M ﹤0.01% 1276
2014
Q3
$2.63M Buy
227,270
+221,355
+3,742% +$2.57M 0.02% 631
2014
Q2
$69K Sell
5,915
-36,430
-86% -$414K ﹤0.01% 1905
2014
Q1
$457K Sell
42,345
-28,718
-40% -$309K ﹤0.01% 1324
2013
Q4
$719K Sell
71,063
-66,601
-48% -$625K ﹤0.01% 978
2013
Q3
$1.32M Buy
137,664
+99,135
+257% +$974K 0.01% 784
2013
Q2
$348K Buy
+38,529
New +$370K ﹤0.01% 1229

Other funds holding CX