Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.69K Sell
5
-7
-58% -$3.95K ﹤0.01% 388
2025
Q4
$6.88K Hold
12
﹤0.01% 268
2025
Q3
$6.81K Buy
12
+5
+71% +$2.83K ﹤0.01% 244
2025
Q2
$4.04K Hold
7
﹤0.01% 281
2025
Q1
$3.96K Hold
7
﹤0.01% 229
2024
Q4
$4.2K Buy
+7
New +$4.2K ﹤0.01% 275
2024
Q2
Sell
-7
Closed -$3.92K 336
2024
Q1
$3.92K Buy
+7
New +$3.94K ﹤0.01% 230
2023
Q2
Sell
-56
Closed -$31.3K 373
2023
Q1
$31.3K Sell
56
-12
-18% -$6.35K ﹤0.01% 258
2022
Q4
$31.6K Buy
68
+10
+17% +$4.65K ﹤0.01% 304
2022
Q3
$25K Sell
58
-8
-12% -$3.66K ﹤0.01% 361
2022
Q2
$27K Sell
66
-9
-12% -$3.92K ﹤0.01% 348
2022
Q1
$38K Sell
75
-113
-60% -$58.6K ﹤0.01% 433
2021
Q4
$115K Sell
188
-348
-65% -$218K ﹤0.01% 321
2021
Q3
$328K Buy
536
+449
+516% +$274K ﹤0.01% 218
2021
Q2
$46K Buy
87
+30
+53% +$14.3K ﹤0.01% 445
2021
Q1
$24K Buy
57
+19
+50% +$7.98K ﹤0.01% 370
2020
Q4
$17K Buy
38
+19
+100% +$7.46K ﹤0.01% 346
2020
Q3
$7K Sell
19
-119
-86% -$43.2K ﹤0.01% 356
2020
Q2
$46K Buy
138
+40
+41% +$12.9K ﹤0.01% 199
2020
Q1
$28K Buy
98
+82
+513% +$23.2K ﹤0.01% 211
2019
Q4
$4K Sell
16
-102
-86% -$24.9K ﹤0.01% 394
2019
Q3
$25K Buy
118
+23
+24% +$5.33K ﹤0.01% 220
2019
Q2
$23K Buy
+95
New +$21.3K ﹤0.01% 198

Other funds holding MSCI