Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-77,911
Closed -$977K 55
2024
Q2
$977K Sell
77,911
-1,959
-2% -$24.2K 0.13% 50
2024
Q1
$1.06M Hold
79,870
0.12% 52
2023
Q4
$974K Buy
+79,870
New +$889K 0.11% 54
2023
Q2
Sell
-48,110
Closed -$606K 60
2023
Q1
$606K Sell
48,110
-5,960
-11% -$74.6K 0.09% 57
2022
Q4
$629K Buy
54,070
+16,730
+45% +$215K 0.08% 61
2022
Q3
$418K Buy
37,340
+900
+2% +$12.6K 0.07% 60
2022
Q2
$406K Buy
36,440
+18,570
+104% +$254K 0.06% 64
2022
Q1
$302K Buy
+17,870
New +$340K 0.04% 60
2016
Q2
Sell
-260
Closed -$4K 53
2016
Q1
$4K Buy
+260
New +$3.27K ﹤0.01% 40

Other funds holding F