Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-142,220
Closed -$2.75M 2712
2019
Q4
$2.75M Sell
142,220
-103,166
-42% -$1.91M 0.05% 854
2019
Q3
$4.37M Sell
245,386
-25,014
-9% -$455K 0.11% 591
2019
Q2
$5M Buy
270,400
+231,248
+591% +$4.28M 0.13% 476
2019
Q1
$725K Sell
39,152
-121,430
-76% -$2.15M 0.02% 1427
2018
Q4
$2.66M Buy
160,582
+111,786
+229% +$1.95M 0.08% 691
2018
Q3
$899K Sell
48,796
-25,680
-34% -$470K 0.02% 1385
2018
Q2
$1.32M Sell
74,476
-49,858
-40% -$882K 0.03% 1106
2018
Q1
$2.18M Buy
124,334
+63,922
+106% +$1.17M 0.04% 816
2017
Q4
$1.14M Buy
+60,412
New +$1.12M 0.02% 1275

Other funds holding TU