Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.55M | Buy |
134,128
+1,541
| +1% | +$82K | 0.01% | 585 |
|
|
2025
Q4 | $9.05M | Buy |
132,587
+7,298
| +6% | +$528K | 0.02% | 563 |
|
|
2025
Q3 | $9.65M | Buy |
125,289
+5,618
| +5% | +$459K | 0.02% | 537 |
|
|
2025
Q2 | $8.38M | Buy |
119,671
+113,798
| +1,938% | +$7.67M | 0.02% | 545 |
|
|
2025
Q1 | $403K | Sell |
5,873
-104
| -2% | -$7.95K | ﹤0.01% | 816 |
|
|
2024
Q4 | $443K | Sell |
5,977
-16
| -0.3% | -$1.14K | ﹤0.01% | 826 |
|
|
2024
Q3 | $383K | Sell |
5,993
-26,072
| -81% | -$1.4M | ﹤0.01% | 843 |
|
|
2024
Q2 | $1.49M | Buy |
32,065
+26,076
| +435% | +$1.15M | ﹤0.01% | 610 |
|
|
2024
Q1 | $292K | Sell |
5,989
-87,281
| -94% | -$4.75M | ﹤0.01% | 924 |
|
|
2023
Q4 | $5.4M | Buy |
93,270
+87,267
| +1,454% | +$3.85M | 0.02% | 511 |
|
|
2023
Q3 | $277K | Sell |
6,003
-65
| -1% | -$3.34K | ﹤0.01% | 941 |
|
|
2023
Q2 | $305K | Sell |
6,068
-193
| -3% | -$8.88K | ﹤0.01% | 926 |
|
|
2023
Q1 | $278K | Sell |
6,261
-15,826
| -72% | -$672K | ﹤0.01% | 979 |
|
|
2022
Q4 | $711K | Sell |
22,087
-734
| -3% | -$24.3K | ﹤0.01% | 940 |
|
|
2022
Q3 | $653K | Sell |
22,821
-9,943
| -30% | -$345K | ﹤0.01% | 937 |
|
|
2022
Q2 | $1.04M | Buy |
32,764
+5,959
| +22% | +$239K | 0.01% | 959 |
|
|
2022
Q1 | $1.32M | Sell |
26,805
-2,389
| -8% | -$128K | 0.01% | 943 |
|
|
2021
Q4 | $1.86M | Buy |
29,194
+77
| +0.3% | +$5.55K | 0.01% | 871 |
|
|
2021
Q3 | $2.57M | Sell |
29,117
-23,633
| -45% | -$2.39M | 0.01% | 719 |
|
|
2021
Q2 | $6.45M | Buy |
52,750
+4,749
| +10% | +$578K | 0.03% | 519 |
|
|
2021
Q1 | $6.22M | Buy |
48,001
+390
| +0.8% | +$57.9K | 0.03% | 469 |
|
|
2020
Q4 | $6.18M | Buy |
47,611
+3,242
| +7% | +$359K | 0.03% | 449 |
|
|
2020
Q3 | $4.51M | Sell |
44,369
-291
| -0.7% | -$22.7K | 0.03% | 474 |
|
|
2020
Q2 | $2.57M | Buy |
44,660
+15,280
| +52% | +$758K | 0.02% | 564 |
|
|
2020
Q1 | $1.06M | Sell |
29,380
-222
| -0.7% | -$10.3K | 0.01% | 834 |
|
|
2019
Q4 | $1.36M | Sell |
29,602
-1,956
| -6% | -$72.9K | 0.01% | 866 |
|
|
2019
Q3 | $941K | Sell |
31,558
-13,487
| -30% | -$537K | 0.01% | 730 |
|
|
2019
Q2 | $2.09M | Sell |
45,045
-1,165
| -3% | -$46.4K | 0.01% | 649 |
|
|
2019
Q1 | $1.6M | Buy |
46,210
+403
| +0.9% | +$14.4K | 0.01% | 691 |
|
|
2018
Q4 | $1.45M | Sell |
45,807
-12,923
| -22% | -$459K | 0.01% | 674 |
|
|
2018
Q3 | $2.6M | Buy |
+58,730
| New | +$3.06M | 0.01% | 660 |
|
Other funds holding Z
CIA
VPM
IFP
VCM
EC