Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-87
Closed -$28.8K 460
2025
Q2
$28.8K Buy
+87
New +$28K 0.01% 241
2022
Q4
Sell
-309
Closed -$86K 292
2022
Q3
$86K Hold
309
0.08% 123
2022
Q2
$81K Hold
309
0.06% 146
2022
Q1
$74K Hold
309
0.05% 168
2021
Q4
$71K Hold
309
0.04% 188
2021
Q3
$62K Hold
309
0.04% 210
2021
Q2
$73K Hold
309
0.09% 189
2021
Q1
$75K Buy
+309
New +$68.9K 0.1% 172
2020
Q4
Sell
-309
Closed -$52K 108
2020
Q3
$52K Hold
309
0.12% 127
2020
Q2
$58K Hold
309
0.14% 104
2020
Q1
$55K Buy
309
+38
+14% +$7.37K 0.21% 74
2019
Q4
$55K Buy
+271
New +$49.7K 0.11% 107

Other funds holding CI