Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,215
Closed -$69K 554
2022
Q3
$69K Sell
1,215
-432
-26% -$25.4K ﹤0.01% 467
2022
Q2
$84K Sell
1,647
-444
-21% -$23.5K ﹤0.01% 447
2022
Q1
$124K Hold
2,091
﹤0.01% 429
2021
Q4
$146K Buy
2,091
+615
+42% +$41.9K ﹤0.01% 426
2021
Q3
$95K Buy
+1,476
New +$92.9K ﹤0.01% 446
2021
Q1
Sell
-27
Closed -$1K 784
2020
Q4
$1K Buy
+27
New +$1.14K ﹤0.01% 749
2014
Q1
Sell
-4,314
Closed -$57K 1165
2013
Q4
$57K Hold
4,314
﹤0.01% 657
2013
Q3
$46K Hold
4,314
﹤0.01% 727
2013
Q2
$47K Buy
+4,314
New +$44K ﹤0.01% 1166

Other funds holding NDAQ