Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.27M Sell
26,297
-307
-1% -$77.1K 1.68% 9
2026
Q1
$5.54M Sell
26,604
-998
-4% -$220K 1.67% 10
2025
Q4
$6.37M Sell
27,602
-359
-1% -$82.1K 1.89% 9
2025
Q3
$6.14M Sell
27,961
-11
-0% -$2.49K 1.81% 8
2025
Q2
$6.14M Sell
27,972
-47
-0.2% -$9.3K 1.97% 6
2025
Q1
$5.33M Buy
28,019
+770
+3% +$167K 1.87% 10
2024
Q4
$5.98M Buy
27,249
+865
+3% +$177K 2.04% 5
2024
Q3
$4.92M Buy
26,384
+21
+0.1% +$3.83K 1.7% 12
2024
Q2
$5.09M Sell
26,363
-322
-1% -$59.2K 1.83% 8
2024
Q1
$4.81M Buy
26,685
+558
+2% +$93.1K 1.75% 10
2023
Q4
$3.97M Sell
26,127
-104
-0.4% -$14.6K 1.65% 10
2023
Q3
$3.33M Sell
26,231
-61
-0.2% -$8.17K 1.52% 13
2023
Q2
$3.43M Buy
26,292
+120
+0.5% +$13.7K 1.51% 13
2023
Q1
$2.7M Buy
26,172
+1,854
+8% +$179K 1.25% 18
2022
Q4
$2.04M Sell
24,318
-3,350
-12% -$331K 1% 25
2022
Q3
$3.13M Buy
27,668
+429
+2% +$54.2K 1.59% 11
2022
Q2
$2.89M Buy
27,239
+579
+2% +$72.5K 1.37% 18
2022
Q1
$4.34M Buy
26,660
+640
+2% +$98.9K 1.77% 9
2021
Q4
$4.34M Buy
26,020
+260
+1% +$44.5K 1.68% 9
2021
Q3
$4.23M Buy
25,760
+100
+0.4% +$17.2K 1.84% 8
2021
Q2
$4.41M Buy
25,660
+600
+2% +$99.7K 1.91% 7
2021
Q1
$3.88M Buy
25,060
+280
+1% +$44.4K 1.84% 9
2020
Q4
$4.04M Buy
24,780
+400
+2% +$63.8K 2.09% 6
2020
Q3
$3.84M Buy
24,380
+220
+0.9% +$34.7K 2.27% 6
2020
Q2
$3.32M Buy
24,160
+3,660
+18% +$442K 2.11% 7
2020
Q1
$2M Buy
20,500
+1,220
+6% +$118K 1.56% 14
2019
Q4
$1.78M Buy
19,280
+3,180
+20% +$281K 1.11% 29
2019
Q3
$1.4M Sell
16,100
-380
-2% -$35.2K 1% 34
2019
Q2
$1.56M Buy
16,480
+100
+0.6% +$9.31K 1.08% 28
2019
Q1
$1.46M Buy
16,380
+580
+4% +$48.3K 1.03% 31
2018
Q4
$1.19M Sell
15,800
-700
-4% -$58.2K 0.92% 39
2018
Q3
$1.65M Sell
16,500
-760
-4% -$71.5K 1.01% 33
2018
Q2
$1.5M Buy
17,260
+480
+3% +$38.1K 0.35% 38
2018
Q1
$1.21M Buy
16,780
+120
+0.7% +$8.58K 0.22% 47
2017
Q4
$1.13M Buy
16,660
+1,080
+7% +$59.4K 0.2% 47
2017
Q3
$749K Sell
15,580
-100
-0.6% -$4.91K 0.16% 53
2017
Q2
$759K Sell
15,680
-1,820
-10% -$86.8K 0.66% 50
2017
Q1
$776K Buy
17,500
+2,040
+13% +$85K 0.61% 48
2016
Q4
$647K Hold
15,460
0.27% 55
2016
Q3
$647K Hold
15,460
0.27% 55
2016
Q2
$553K Sell
15,460
-6,800
-31% -$230K 0.22% 61
2016
Q1
$661K Buy
+22,260
New +$632K 0.28% 48

Other funds holding AMZN