Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$82.8K Sell
2,800
-2,801
-50% -$79.2K ﹤0.01% 409
2025
Q4
$161K Hold
5,601
﹤0.01% 359
2025
Q3
$196K Hold
5,601
﹤0.01% 304
2025
Q2
$183K Buy
5,601
+1,539
+38% +$52.5K ﹤0.01% 308
2025
Q1
$167K Buy
4,062
+2,562
+171% +$103K ﹤0.01% 326
2024
Q4
$52K Buy
+1,500
New +$58.1K ﹤0.01% 373
2024
Q3
Sell
-1,838
Closed -$47.5K 425
2024
Q2
$47.5K Hold
1,838
﹤0.01% 395
2024
Q1
$50.3K Buy
+1,838
New +$45K ﹤0.01% 403

Other funds holding JD