Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$472K Buy
983
+136
+16% +$69.6K ﹤0.01% 704
2025
Q4
$476K Sell
847
-147
-15% -$83.4K ﹤0.01% 802
2025
Q3
$511K Sell
994
-1,889
-66% -$825K ﹤0.01% 732
2025
Q2
$905K Buy
2,883
+1,064
+58% +$319K ﹤0.01% 668
2025
Q1
$554K Sell
1,819
-14
-0.8% -$4.71K ﹤0.01% 775
2024
Q4
$609K Buy
1,833
+48
+3% +$16.3K ﹤0.01% 688
2024
Q3
$596K Buy
1,785
+193
+12% +$73.3K ﹤0.01% 790
2024
Q2
$656K Buy
1,592
+25
+2% +$9.9K ﹤0.01% 697
2024
Q1
$633K Sell
1,567
-590
-27% -$207K ﹤0.01% 813
2023
Q4
$661K Sell
2,157
-134
-6% -$36.2K ﹤0.01% 769
2023
Q3
$555K Sell
2,291
-4,235
-65% -$1.08M ﹤0.01% 867
2023
Q2
$1.57M Sell
6,526
-1,302
-17% -$270K 0.01% 676
2023
Q1
$1.47M Buy
7,828
+3,027
+63% +$626K 0.01% 753
2022
Q4
$1.02M Sell
4,801
-5,339
-53% -$1.07M 0.01% 804
2022
Q3
$1.59M Sell
10,140
-4,158
-29% -$663K 0.01% 749
2022
Q2
$2.14M Buy
14,298
+498
+4% +$72.1K 0.01% 763
2022
Q1
$2.26M Buy
13,800
+1,735
+14% +$286K 0.01% 790
2021
Q4
$2.63M Buy
12,065
+3,326
+38% +$696K 0.01% 758
2021
Q3
$1.65M Buy
+8,739
New +$1.59M 0.01% 824

Other funds holding MEDP