Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-700
Closed -$12K 1428
2020
Q2
$12K Buy
+700
New +$13.9K ﹤0.01% 897
2019
Q4
Sell
-400
Closed -$8K 1359
2019
Q3
$8K Buy
+400
New +$8.58K ﹤0.01% 1179
2018
Q4
Sell
-2,403
Closed -$51K 1167
2018
Q3
$51K Buy
2,403
+973
+68% +$20.5K ﹤0.01% 1041
2018
Q2
$30K Buy
+1,430
New +$31.2K ﹤0.01% 1047
2018
Q1
Sell
-3,421
Closed -$78K 1324
2017
Q4
$78K Buy
3,421
+978
+40% +$21.7K 0.01% 892
2017
Q3
$53K Sell
2,443
-948
-28% -$19.7K 0.01% 954
2017
Q2
$71K Sell
3,391
-4,731
-58% -$99.1K 0.01% 863
2017
Q1
$153K Buy
8,122
+3,774
+87% +$65.5K 0.02% 690
2016
Q4
$69K Buy
4,348
+1,516
+54% +$23.2K 0.01% 779
2016
Q3
$45K Sell
2,832
-5,534
-66% -$91.1K 0.01% 866
2016
Q2
$139K Buy
8,366
+8,122
+3,329% +$128K 0.01% 645
2016
Q1
$3K Buy
+244
New +$3.69K ﹤0.01% 1092
2015
Q1
Sell
-5,302
Closed -$90K 1164
2014
Q4
$90K Buy
+5,302
New +$91.3K 0.03% 687
2014
Q3
Sell
-8,000
Closed -$176K 1227
2014
Q2
$176K Buy
8,000
+1,800
+29% +$37.7K 0.03% 581
2014
Q1
$128K Buy
6,200
+2,400
+63% +$47.8K 0.03% 548
2013
Q4
$68K Buy
+3,800
New +$60.9K 0.03% 524

Other funds holding GRFS