Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$144K Sell
25,336
-9,626
-28% -$73.5K ﹤0.01% 1925
2025
Q4
$308K Sell
34,962
-10,746
-24% -$111K ﹤0.01% 1641
2025
Q3
$615K Buy
45,708
+2,859
+7% +$31.3K ﹤0.01% 1273
2025
Q2
$492K Sell
42,849
-12,671
-23% -$150K ﹤0.01% 1380
2025
Q1
$543K Sell
55,520
-6,647
-11% -$80.7K ﹤0.01% 1472
2024
Q4
$685K Buy
62,167
+42,907
+223% +$466K ﹤0.01% 1494
2024
Q3
$216K Buy
19,260
+2,820
+17% +$37.2K ﹤0.01% 1636
2024
Q2
$228K Sell
16,440
-2,337
-12% -$38.4K ﹤0.01% 1552
2024
Q1
$304K Buy
18,777
+4,569
+32% +$78.8K ﹤0.01% 1538
2023
Q4
$237K Buy
14,208
+102
+0.7% +$1.5K ﹤0.01% 1590
2023
Q3
$194K Buy
14,106
+675
+5% +$11.3K ﹤0.01% 1603
2023
Q2
$247K Buy
+13,431
New +$284K ﹤0.01% 1549
2022
Q4
Sell
-7,821
Closed -$109K 1917
2022
Q3
$109K Buy
+7,821
New +$144K ﹤0.01% 1540

Other funds holding CERT