Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-17,749
Closed -$269K 225
2023
Q2
$269K Sell
17,749
-550
-3% -$6.96K 0.11% 183
2023
Q1
$231K Sell
18,299
-1,992
-10% -$24.9K 0.11% 192
2022
Q4
$236K Sell
20,291
-500
-2% -$6.42K 0.12% 181
2022
Q3
$233K Hold
20,791
0.13% 169
2022
Q2
$231K Sell
20,791
-400
-2% -$5.48K 0.12% 177
2022
Q1
$358K Buy
21,191
+236
+1% +$4.49K 0.15% 147
2021
Q4
$435K Sell
20,955
-2,132
-9% -$39.2K 0.18% 132
2021
Q3
$327K Sell
23,087
-825
-3% -$11.2K 0.14% 159
2021
Q2
$355K Buy
23,912
+50
+0.2% +$665 0.16% 147
2021
Q1
$292K Sell
23,862
-2,768
-10% -$31.7K 0.13% 171
2020
Q4
$234K Sell
26,630
-2,050
-7% -$17.2K 0.11% 187
2020
Q3
$191K Sell
28,680
-1,043
-4% -$7.06K 0.09% 211
2020
Q2
$181K Sell
29,723
-855
-3% -$4.74K 0.09% 201
2020
Q1
$148K Sell
30,578
-9,351
-23% -$70.1K 0.09% 175
2019
Q4
$354K Sell
39,929
-789
-2% -$7.09K 0.14% 157
2019
Q3
$362K Sell
40,718
-5,157
-11% -$49K 0.15% 146
2019
Q2
$468K Buy
45,875
+2,304
+5% +$22.7K 0.21% 119
2019
Q1
$407K Buy
+43,571
New +$374K 0.19% 126

Other funds holding F