Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$4.21M Sell
15,016
-536
-3% -$140K 0.07% 246
2023
Q1
$4.13M Sell
15,552
-2,652
-15% -$773K 0.07% 230
2022
Q4
$6.03M Buy
18,204
+67
+0.4% +$21.2K 0.11% 171
2022
Q3
$5.03K Sell
18,137
-73
-0.4% -$20.5K 0.09% 173
2022
Q2
$4.8M Buy
18,210
+1,570
+9% +$405K 0.1% 187
2022
Q1
$3.99M Buy
16,640
+1,625
+11% +$380K 0.08% 216
2021
Q4
$3.45M Buy
15,015
+1,608
+12% +$342K 0.07% 231
2021
Q3
$2.92M Buy
13,407
+7,315
+120% +$1.59M 0.06% 232
2021
Q2
$1.43M Buy
+6,092
New +$1.52M 0.03% 274

Other funds holding CI