Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-315
Closed -$65K 1399
2024
Q4
$65K Sell
315
-31
-9% -$6.08K ﹤0.01% 1057
2024
Q3
$60.9K Sell
346
-35
-9% -$6.05K ﹤0.01% 1049
2024
Q2
$62.1K Sell
381
-22
-5% -$3.46K ﹤0.01% 1020
2024
Q1
$60K Buy
403
+121
+43% +$15.9K ﹤0.01% 1167
2023
Q4
$36.2K Sell
282
-1
-0.4% -$116 ﹤0.01% 791
2023
Q3
$29.8K Buy
283
+178
+170% +$18.7K ﹤0.01% 873
2023
Q2
$10.9K Hold
105
﹤0.01% 1013
2023
Q1
$10.6K Hold
105
﹤0.01% 1044
2022
Q4
$9.69K Hold
105
﹤0.01% 858
2022
Q3
$8K Hold
105
﹤0.01% 879
2022
Q2
$10K Hold
105
﹤0.01% 774
2022
Q1
$12K Sell
105
-45
-30% -$5.42K ﹤0.01% 800
2021
Q4
$20K Buy
150
+40
+36% +$5.78K ﹤0.01% 703
2021
Q3
$17K Hold
110
﹤0.01% 699
2021
Q2
$15K Hold
110
﹤0.01% 685
2021
Q1
$14K Hold
110
﹤0.01% 706
2020
Q4
$13K Buy
110
+50
+83% +$5.54K ﹤0.01% 670
2020
Q3
$5K Hold
60
﹤0.01% 748
2020
Q2
$5K Hold
60
﹤0.01% 721
2020
Q1
$4K Buy
+60
New +$5.43K ﹤0.01% 645

Other funds holding GRMN