Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$322K Sell
5,680
-311
-5% -$13.9K 0.04% 330
2025
Q4
$227K Buy
+5,991
New +$220K 0.03% 390
2025
Q2
$132K Buy
4,072
+198
+5% +$5.87K 0.02% 482
2025
Q1
$120K Hold
3,874
0.02% 514
2024
Q4
$106K Sell
3,874
-284
-7% -$8.32K 0.01% 514
2024
Q3
$126K Sell
4,158
-740
-15% -$23.2K 0.02% 453
2024
Q2
$151K Sell
4,898
-9,836
-67% -$312K 0.02% 433
2024
Q1
$467K Sell
14,734
-2,925
-17% -$92.7K 0.07% 225
2023
Q4
$601K Buy
17,659
+7,629
+76% +$248K 0.09% 182
2023
Q3
$320K Buy
10,030
+245
+3% +$7.55K 0.05% 268
2023
Q2
$282K Buy
9,785
+1,105
+13% +$32K 0.04% 305
2023
Q1
$243K Buy
8,680
+7,366
+561% +$216K 0.04% 322
2022
Q4
$37.7K Buy
+1,314
New +$35.4K 0.01% 583
2022
Q3
Sell
-482
Closed -$11.5K 932
2022
Q2
$11.5K Hold
482
﹤0.01% 744
2022
Q1
$14.1K Hold
482
﹤0.01% 669
2021
Q4
$13.3K Hold
482
﹤0.01% 677
2021
Q3
$12.9K Hold
482
﹤0.01% 691
2021
Q2
$11.8K Buy
+482
New +$12K ﹤0.01% 716
2021
Q1
Sell
-1,045
Closed -$21.5K 799
2020
Q4
$21.5K Buy
+1,045
New +$18.9K ﹤0.01% 534
2020
Q3
Sell
-11,125
Closed -$214K 380
2020
Q2
$214K Sell
11,125
-2,859
-20% -$55K 0.05% 297
2020
Q1
$277K Buy
13,984
+181
+1% +$4.59K 0.08% 220
2019
Q4
$427K Sell
13,803
-1,402
-9% -$42.9K 0.11% 211
2019
Q3
$464K Sell
15,205
-715
-4% -$22.1K 0.14% 193
2019
Q2
$526K Sell
15,920
-374
-2% -$12.4K 0.17% 161
2019
Q1
$574K Buy
16,294
+1,134
+7% +$38.5K 0.21% 130
2018
Q4
$478K Buy
15,160
+1,607
+12% +$54.5K 0.19% 143
2018
Q3
$512K Sell
13,553
-1,238
-8% -$46.7K 0.17% 162
2018
Q2
$558K Sell
14,791
-781
-5% -$29.3K 0.2% 145
2018
Q1
$550K Buy
+15,572
New +$540K 0.17% 177

Other funds holding E