Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,297
Closed -$244K 1445
2024
Q3
$240K Sell
15,297
-24,775
-62% -$402K ﹤0.01% 955
2024
Q2
$769K Sell
40,072
-158,383
-80% -$3.02M 0.01% 710
2024
Q1
$3.97M Buy
+198,455
New +$3.83M 0.04% 391
2023
Q1
Sell
-19,753
Closed -$408K 1113
2022
Q4
$408K Buy
+19,753
New +$404K 0.01% 904
2022
Q1
Sell
-38,114
Closed -$998K 1299
2021
Q4
$998K Sell
38,114
-169,229
-82% -$4.62M 0.01% 702
2021
Q3
$4.69M Buy
+207,343
New +$4.15M 0.05% 270
2020
Q1
Sell
-113,215
Closed -$1.93K 363
2019
Q4
$1.93K Buy
+113,215
New +$1.77M ﹤0.01% 134
2019
Q2
Sell
-14,939
Closed -$359K 520
2019
Q1
$359K Sell
14,939
-1,867
-11% -$47.1K 0.02% 292
2018
Q4
$500K Buy
16,806
+9,869
+142% +$325K 0.02% 267
2018
Q3
$241K Buy
+6,937
New +$258K 0.02% 282
2017
Q2
Sell
-23,271
Closed -$690K 659
2017
Q1
$690K Buy
+23,271
New +$719K 0.07% 169
2015
Q4
Sell
-16,361
Closed -$840K 306
2015
Q3
$840K Buy
16,361
+3,126
+24% +$196K 0.09% 190
2015
Q2
$893K Buy
13,235
+715
+6% +$48.3K 0.11% 244
2015
Q1
$813K Sell
12,520
-8,660
-41% -$557K 0.11% 220
2014
Q4
$1.39M Buy
+21,180
New +$1.28M 0.18% 153
2014
Q3
Sell
-66,954
Closed -$3.88M 418
2014
Q2
$3.88M Buy
+66,954
New +$3.89M 0.32% 77

Other funds holding M