Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-8,700
Closed -$658K 1834
2021
Q3
$658K Buy
+8,700
New +$745K 0.02% 1137
2021
Q2
Sell
-319
Closed -$28.3K 1834
2021
Q1
$28.3K Sell
319
-9,181
-97% -$908K ﹤0.01% 1536
2020
Q4
$911K Sell
9,500
-38,225
-80% -$2.94M 0.02% 971
2020
Q3
$2.9M Sell
47,725
-42,210
-47% -$2.68M 0.09% 441
2020
Q2
$5.96K Buy
89,935
+22,445
+33% +$1.43M 0.17% 239
2020
Q1
$3.77M Buy
67,490
+10,040
+17% +$763K 0.13% 413
2019
Q4
$4.82M Buy
57,450
+36,559
+175% +$2.88M 0.09% 534
2019
Q3
$1.54M Buy
20,891
+14,684
+237% +$988K 0.04% 1246
2019
Q2
$388K Buy
+6,207
New +$345K 0.01% 1795
2018
Q2
Sell
-6,591
Closed -$472K 2502
2018
Q1
$472K Buy
+6,591
New +$472K 0.01% 1532
2017
Q2
Sell
-11,012
Closed -$668K 2393
2017
Q1
$668K Buy
+11,012
New +$684K 0.02% 1466
2015
Q3
Sell
-6,693
Closed -$231K 2662
2015
Q2
$231K Sell
6,693
-1,427
-18% -$51.8K 0.01% 1900
2015
Q1
$296K Buy
+8,120
New +$303K 0.01% 1607
2014
Q4
Sell
-18,436
Closed -$725K 2180
2014
Q3
$725K Buy
18,436
+9,217
+100% +$369K 0.02% 1160
2014
Q2
$374K Buy
+9,219
New +$351K 0.01% 1402
2014
Q1
Sell
-3,457
Closed -$143K 2227
2013
Q4
$143K Buy
+3,457
New +$147K 0.01% 1662
2013
Q3
Sell
-7,045
Closed -$299K 2064
2013
Q2
$299K Buy
+7,045
New +$300K 0.02% 1316

Other funds holding ITRI