Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-7
Closed -$3K 781
2020
Q4
$3K Buy
+7
New +$2.75K ﹤0.01% 686
2016
Q1
Sell
-10,607
Closed -$766K 1212
2015
Q4
$766K Sell
10,607
-21,148
-67% -$1.41M 0.03% 299
2015
Q3
$1.89M Buy
+31,755
New +$2M 0.07% 210
2014
Q4
Sell
-615
Closed -$29K 1286
2014
Q3
$29K Hold
615
﹤0.01% 764
2014
Q2
$28K Hold
615
﹤0.01% 781
2014
Q1
$26K Sell
615
-882
-59% -$38.5K ﹤0.01% 781
2013
Q4
$65K Sell
1,497
-196
-12% -$8.25K ﹤0.01% 638
2013
Q3
$68K Buy
1,693
+1,497
+764% +$55.9K ﹤0.01% 662
2013
Q2
$7K Buy
+196
New +$6.62K ﹤0.01% 1442

Other funds holding MSCI