Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,890
Closed -$353K 1527
2024
Q1
$353K Buy
+2,890
New +$309K 0.05% 479
2022
Q3
Sell
-7,910
Closed -$226K 1478
2022
Q2
$226K Sell
7,910
-32,482
-80% -$1.03M 0.02% 836
2022
Q1
$1.75M Buy
+40,392
New +$1.69M 0.13% 275
2021
Q3
Sell
-16,125
Closed -$780K 1996
2021
Q2
$780K Sell
16,125
-9,175
-36% -$448K 0.02% 772
2021
Q1
$1.08M Buy
+25,300
New +$1.05M 0.03% 650
2020
Q3
Sell
-82,353
Closed -$2.2M 2534
2020
Q2
$2.2M Buy
82,353
+43,874
+114% +$1.05M 0.05% 576
2020
Q1
$649K Buy
38,479
+14,437
+60% +$386K 0.07% 409
2019
Q4
$663K Sell
24,042
-25,123
-51% -$690K 0.02% 1211
2019
Q3
$1.22M Sell
49,165
-138,859
-74% -$3.21M 0.04% 642
2019
Q2
$3.76M Buy
+188,024
New +$3.83M 0.09% 243
2019
Q1
Sell
-12,471
Closed -$246K 2005
2018
Q4
$246K Buy
+12,471
New +$346K 0.01% 953
2018
Q3
Sell
-20,341
Closed -$705K 2011
2018
Q2
$705K Buy
20,341
+3,328
+20% +$121K 0.02% 870
2018
Q1
$599K Buy
+17,013
New +$567K 0.02% 1276
2017
Q4
Sell
-34,624
Closed -$885K 2370
2017
Q3
$811K Sell
34,624
-410,072
-92% -$8.59M 0.03% 1268
2017
Q2
$9.94M Buy
+444,696
New +$8.33M 0.26% 134
2016
Q3
Sell
-35,104
Closed -$319K 2181
2016
Q2
$319K Sell
35,104
-13,541
-28% -$135K 0.01% 1737
2016
Q1
$516K Buy
+48,645
New +$424K 0.02% 1287
2015
Q3
Sell
-159,605
Closed -$2.49M 1985
2015
Q2
$2.49M Buy
+159,605
New +$2.59M 0.09% 367

Other funds holding XPO