Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,127
Closed -$310K 950
2024
Q3
$310K Buy
+2,127
New +$288K 0.02% 792
2022
Q2
Sell
-9,626
Closed -$764K 1674
2022
Q1
$764K Sell
9,626
-5,628
-37% -$438K 0.06% 542
2021
Q4
$1.26M Buy
+15,254
New +$1.28M 0.04% 603
2021
Q2
Sell
-19,427
Closed -$1.47M 2196
2021
Q1
$1.47M Buy
+19,427
New +$1.35M 0.04% 536
2020
Q4
Sell
-8,061
Closed -$340K 2123
2020
Q3
$340K Buy
+8,061
New +$326K 0.01% 1400
2020
Q1
Sell
-10,652
Closed -$579K 1921
2019
Q4
$579K Buy
10,652
+6,703
+170% +$349K 0.01% 1304
2019
Q3
$204K Buy
+3,949
New +$206K 0.01% 1743
2019
Q2
Sell
-71,622
Closed -$4.44M 2105
2019
Q1
$4.44M Buy
+71,622
New +$4.19M 0.15% 200
2018
Q4
Sell
-3,478
Closed -$254K 1703
2018
Q3
$254K Buy
3,478
+342
+11% +$26.1K 0.01% 1297
2018
Q2
$225K Sell
3,136
-29,563
-90% -$2.07M 0.01% 1416
2018
Q1
$2.38M Buy
32,699
+16,620
+103% +$1.34M 0.08% 484
2017
Q4
$1.35M Sell
16,079
-9,122
-36% -$745K 0.05% 878
2017
Q3
$2.13M Buy
25,201
+15,601
+163% +$1.18M 0.07% 695
2017
Q2
$691K Buy
+9,600
New +$664K 0.02% 1374
2016
Q4
Sell
-5,391
Closed -$355K 2114
2016
Q3
$355K Sell
5,391
-11,720
-68% -$767K 0.02% 1560
2016
Q2
$1.05M Buy
17,111
+7,115
+71% +$471K 0.03% 1121
2016
Q1
$648K Buy
+9,996
New +$568K 0.03% 1171

Other funds holding R