Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$38K Buy
547
+28
+5% +$1.7K ﹤0.01% 204
2021
Q4
$28K Sell
519
-426
-45% -$21.3K ﹤0.01% 226
2021
Q3
$45K Sell
945
-119
-11% -$7.27K ﹤0.01% 179
2021
Q2
$69K Buy
1,064
+66
+7% +$4.36K ﹤0.01% 161
2021
Q1
$62K Buy
998
+135
+16% +$8.69K ﹤0.01% 152
2020
Q4
$50K Sell
863
-23
-3% -$1.15K ﹤0.01% 218
2020
Q3
$41K Buy
886
+348
+65% +$16.7K ﹤0.01% 218
2020
Q2
$24K Buy
538
+34
+7% +$1.33K ﹤0.01% 239
2020
Q1
$17K Sell
504
-61
-11% -$2.55K ﹤0.01% 293
2019
Q4
$28K Buy
565
+11
+2% +$500 ﹤0.01% 320
2019
Q3
$24K Buy
554
+363
+190% +$17K ﹤0.01% 327
2019
Q2
$10K Hold
191
﹤0.01% 347
2019
Q1
$9K Buy
+191
New +$8.71K ﹤0.01% 397
2017
Q2
Sell
-359
Closed -$12K 449
2017
Q1
$12K Sell
359
-33
-8% -$1.14K ﹤0.01% 400
2016
Q4
$13K Buy
+392
New +$12.7K ﹤0.01% 403

Other funds holding BHP