Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-283
Closed -$4.34K 3422
2023
Q4
$4.34K Sell
283
-262
-48% -$3.66K ﹤0.01% 2564
2023
Q3
$8K Sell
545
-611
-53% -$9.52K ﹤0.01% 2307
2023
Q2
$20.5K Sell
1,156
-21
-2% -$356 ﹤0.01% 1839
2023
Q1
$21K Sell
1,177
-456
-28% -$8.52K ﹤0.01% 1810
2022
Q4
$32K Sell
1,633
-563
-26% -$11.4K ﹤0.01% 1493
2022
Q3
$42K Sell
2,196
-301
-12% -$6.09K ﹤0.01% 1336
2022
Q2
$45K Sell
2,497
-130
-5% -$3.05K ﹤0.01% 1313
2022
Q1
$78K Sell
2,627
-45
-2% -$1.24K ﹤0.01% 1086
2021
Q4
$74K Buy
2,672
+107
+4% +$3.03K ﹤0.01% 1139
2021
Q3
$69K Buy
2,565
+15
+0.6% +$401 ﹤0.01% 1140
2021
Q2
$72K Hold
2,550
﹤0.01% 1069
2021
Q1
$56K Buy
2,550
+53
+2% +$1.09K ﹤0.01% 1130
2020
Q4
$47K Hold
2,497
﹤0.01% 1119
2020
Q3
$39K Sell
2,497
-661
-21% -$10.2K ﹤0.01% 1168
2020
Q2
$48K Buy
3,158
+1,430
+83% +$21.2K ﹤0.01% 1065
2020
Q1
$22K Buy
+1,728
New +$30.9K ﹤0.01% 1279
2019
Q3
Sell
-57
Closed -$1K 2495
2019
Q2
$1K Hold
57
﹤0.01% 2245
2019
Q1
$1K Hold
57
﹤0.01% 2222
2018
Q4
$1K Hold
57
﹤0.01% 2050
2018
Q3
$1K Hold
57
﹤0.01% 2166
2018
Q2
$1K Hold
57
﹤0.01% 2012
2018
Q1
$1K Hold
57
﹤0.01% 2010
2017
Q4
$2K Hold
57
﹤0.01% 1890
2017
Q3
$2K Sell
57
-203
-78% -$4.59K ﹤0.01% 1894
2017
Q2
$7K Buy
260
+9
+4% +$240 ﹤0.01% 1461
2017
Q1
$7K Buy
+251
New +$6.41K ﹤0.01% 1369

Other funds holding TBI