Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$383K Hold
45,460
﹤0.01% 1652
2025
Q4
$613K Sell
45,460
-4,346
-9% -$69.3K ﹤0.01% 1405
2025
Q3
$979K Sell
49,806
-192
-0.4% -$4.01K ﹤0.01% 1160
2025
Q2
$1.29M Hold
49,998
﹤0.01% 1153
2025
Q1
$1.01M Buy
49,998
+427
+0.9% +$12.1K ﹤0.01% 1322
2024
Q4
$1.65M Buy
49,571
+42,533
+604% +$1.32M ﹤0.01% 1256
2024
Q3
$172K Sell
7,038
-90
-1% -$2.29K ﹤0.01% 1680
2024
Q2
$204K Buy
7,128
+411
+6% +$10.6K ﹤0.01% 1578
2024
Q1
$140K Sell
6,717
-1,191
-15% -$33.4K ﹤0.01% 1705
2023
Q4
$224K Sell
7,908
-4,128
-34% -$114K ﹤0.01% 1603
2023
Q3
$298K Hold
12,036
﹤0.01% 1506
2023
Q2
$451K Sell
12,036
-766
-6% -$21.6K ﹤0.01% 1408
2023
Q1
$270K Hold
12,802
﹤0.01% 1490
2022
Q4
$152K Hold
12,802
﹤0.01% 1548
2022
Q3
$173K Buy
+12,802
New +$230K ﹤0.01% 1474

Other funds holding AI