Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,059
Closed -$220K 94
2019
Q4
$220K Sell
4,059
-614
-13% -$31.9K ﹤0.01% 82
2019
Q3
$242K Buy
4,673
+607
+15% +$31.7K ﹤0.01% 91
2019
Q2
$237K Sell
4,066
-602
-13% -$35.8K ﹤0.01% 99
2019
Q1
$289K Hold
4,668
﹤0.01% 98
2018
Q4
$225K Buy
4,668
+393
+9% +$22.5K ﹤0.01% 121
2018
Q3
$312K Buy
4,275
+446
+12% +$34K ﹤0.01% 100
2018
Q2
$275K Buy
3,829
+381
+11% +$26.7K ﹤0.01% 111
2018
Q1
$251K Buy
3,448
+953
+38% +$76.8K ﹤0.01% 121
2017
Q4
$210K Buy
+2,495
New +$204K ﹤0.01% 148

Other funds holding R