Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-224
Closed -$15K 739
2022
Q1
$15K Sell
224
-112
-33% -$6.8K ﹤0.01% 672
2021
Q4
$18K Sell
336
-112
-25% -$5.6K ﹤0.01% 707
2021
Q3
$21K Hold
448
﹤0.01% 641
2021
Q2
$29K Hold
448
﹤0.01% 543
2021
Q1
$28K Hold
448
﹤0.01% 553
2020
Q4
$26K Hold
448
﹤0.01% 551
2020
Q3
$21K Hold
448
﹤0.01% 556
2020
Q2
$20K Hold
448
﹤0.01% 575
2020
Q1
$15K Hold
448
﹤0.01% 616
2019
Q4
$22K Hold
448
﹤0.01% 631
2019
Q3
$20K Hold
448
﹤0.01% 647
2019
Q2
$23K Hold
448
﹤0.01% 626
2019
Q1
$22K Sell
448
-745
-62% -$34K ﹤0.01% 640
2018
Q4
$51K Sell
1,193
-1,061
-47% -$44.5K ﹤0.01% 490
2018
Q3
$100K Buy
2,254
+280
+14% +$12.1K ﹤0.01% 441
2018
Q2
$88K Hold
1,974
﹤0.01% 457
2018
Q1
$78K Buy
1,974
+448
+29% +$18.9K ﹤0.01% 471
2017
Q4
$63K Hold
1,526
﹤0.01% 538
2017
Q3
$55K Buy
1,526
+112
+8% +$4.09K ﹤0.01% 560
2017
Q2
$45K Hold
1,414
﹤0.01% 585
2017
Q1
$46K Sell
1,414
-112
-7% -$3.87K ﹤0.01% 587
2016
Q4
$48K Hold
1,526
﹤0.01% 574
2016
Q3
$47K Hold
1,526
﹤0.01% 585
2016
Q2
$38K Sell
1,526
-4,484
-75% -$112K ﹤0.01% 593
2016
Q1
$138K Buy
6,010
+4,484
+294% +$94.9K ﹤0.01% 476
2015
Q4
$35K Sell
1,526
-42,573
-97% -$1.14M ﹤0.01% 625
2015
Q3
$1.24M Sell
44,099
-3,904
-8% -$127K 0.05% 252
2015
Q2
$1.74M Sell
48,003
-3,827
-7% -$155K 0.06% 234
2015
Q1
$2.04M Buy
51,830
+5,407
+12% +$220K 0.07% 218
2014
Q4
$1.86M Sell
46,423
-14,643
-24% -$675K 0.06% 222
2014
Q3
$3.04M Sell
61,066
-2,816
-4% -$164K 0.1% 165
2014
Q2
$3.7M Sell
63,882
-3,260
-5% -$192K 0.12% 158
2014
Q1
$3.85M Sell
67,142
-12,204
-15% -$684K 0.13% 150
2013
Q4
$4.58M Sell
79,346
-2,932
-4% -$170K 0.15% 133
2013
Q3
$4.63M Buy
82,278
+12,518
+18% +$681K 0.16% 129
2013
Q2
$3.4M Buy
+69,760
New +$3.87M 0.07% 264

Other funds holding BHP