Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$75.6K Sell
1,335
-2,391
-64% -$107K ﹤0.01% 1515
2025
Q4
$141K Buy
3,726
+907
+32% +$33.3K ﹤0.01% 1178
2025
Q3
$98.5K Buy
2,819
+1,824
+183% +$62.9K ﹤0.01% 1546
2025
Q2
$32.3K Buy
995
+907
+1,031% +$26.9K ﹤0.01% 1443
2025
Q1
$2.72K Hold
88
﹤0.01% 1985
2024
Q4
$2.41K Sell
88
-2
-2% -$59 ﹤0.01% 1965
2024
Q3
$2.73K Buy
90
+59
+190% +$1.85K ﹤0.01% 1943
2024
Q2
$955 Buy
31
+25
+417% +$793 ﹤0.01% 2184
2024
Q1
$191 Sell
6
-99
-94% -$3.14K ﹤0.01% 1272
2023
Q4
$3.57K Sell
105
-160
-60% -$5.2K ﹤0.01% 949
2023
Q3
$8.46K Sell
265
-180
-40% -$5.55K ﹤0.01% 760
2023
Q2
$12.8K Buy
445
+112
+34% +$3.25K ﹤0.01% 663
2023
Q1
$9.32K Buy
333
+306
+1,133% +$8.96K ﹤0.01% 706
2022
Q4
$774 Hold
27
﹤0.01% 1124
2022
Q3
$1K Sell
27
-93
-78% -$2.14K ﹤0.01% 1061
2022
Q2
$3K Buy
+120
New +$3.42K ﹤0.01% 881
2021
Q3
Sell
-125
Closed -$3K 1014
2021
Q2
$3K Buy
+125
New +$3.12K ﹤0.01% 806
2018
Q3
Sell
-144
Closed -$5K 648
2018
Q2
$5K Hold
144
﹤0.01% 383
2018
Q1
$5K Hold
144
﹤0.01% 372
2017
Q4
$4K Hold
144
﹤0.01% 385
2017
Q3
$4K Buy
144
+64
+80% +$2.02K ﹤0.01% 382
2017
Q2
$2K Hold
80
﹤0.01% 443
2017
Q1
$2K Hold
80
﹤0.01% 433
2016
Q4
$3K Buy
+80
New +$2.34K ﹤0.01% 409

Other funds holding E