Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-15,676
Closed -$62K 985
2022
Q1
$62K Sell
15,676
-690
-4% -$2.44K ﹤0.01% 953
2021
Q4
$56K Buy
16,366
+5,257
+47% +$20K ﹤0.01% 964
2021
Q3
$46K Buy
+11,109
New +$51.6K ﹤0.01% 982
2020
Q3
Sell
-12,128
Closed -$31K 1157
2020
Q2
$31K Sell
12,128
-628
-5% -$1.61K ﹤0.01% 1090
2020
Q1
$31K Buy
+12,756
New +$43.1K ﹤0.01% 1060
2015
Q3
Sell
-142,600
Closed -$1.71M 1227
2015
Q2
$1.71M Buy
+142,600
New +$2.05M 0.01% 961

Other funds holding TRUE