Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.23K Hold
110
﹤0.01% 1674
2025
Q4
$4.17K Buy
+110
New +$4.04K ﹤0.01% 1772
2025
Q3
Sell
-77
Closed -$2.5K 2265
2025
Q2
$2.5K Buy
+77
New +$2.28K ﹤0.01% 1800
2025
Q1
Sell
-500
Closed -$13.7K 2193
2024
Q4
$13.7K Buy
500
+300
+150% +$8.79K ﹤0.01% 1242
2024
Q3
$6.06K Hold
200
﹤0.01% 1545
2024
Q2
$6.16K Sell
200
-200
-50% -$6.34K ﹤0.01% 1424
2024
Q1
$12.7K Hold
400
﹤0.01% 1218
2023
Q4
$13.6K Hold
400
﹤0.01% 1227
2023
Q3
$12.8K Buy
+400
New +$12.3K ﹤0.01% 1179
2023
Q2
Sell
-100
Closed -$2.8K 2385
2023
Q1
$2.8K Buy
+100
New +$2.93K ﹤0.01% 1617
2022
Q2
Sell
-164
Closed -$5K 1935
2022
Q1
$5K Hold
164
﹤0.01% 1607
2021
Q4
$5K Buy
+164
New +$4.58K ﹤0.01% 1643
2020
Q3
Sell
-1,001
Closed -$19K 1754
2020
Q2
$19K Buy
1,001
+87
+10% +$1.67K ﹤0.01% 1123
2020
Q1
$18K Buy
914
+72
+9% +$1.83K ﹤0.01% 1087
2019
Q4
$26K Buy
842
+171
+25% +$5.24K ﹤0.01% 1103
2019
Q3
$20K Buy
671
+99
+17% +$3.06K ﹤0.01% 1182
2019
Q2
$19K Sell
572
-58
-9% -$1.92K ﹤0.01% 1060
2019
Q1
$22K Hold
630
﹤0.01% 966
2018
Q4
$20K Hold
630
﹤0.01% 927
2018
Q3
$24K Sell
630
-141
-18% -$5.31K ﹤0.01% 912
2018
Q2
$29K Sell
771
-68
-8% -$2.55K ﹤0.01% 854
2018
Q1
$30K Hold
839
﹤0.01% 831
2017
Q4
$28K Buy
+839
New +$27.6K ﹤0.01% 787

Other funds holding E