Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$224K Sell
451
-184
-29% -$86.8K 0.09% 115
2025
Q4
$271K Sell
635
-26
-4% -$11.1K 0.09% 123
2025
Q3
$314K Buy
661
+156
+31% +$73.9K 0.1% 114
2025
Q2
$237K Sell
505
-186
-27% -$84.9K 0.1% 142
2025
Q1
$322K Buy
691
+34
+5% +$15.3K 0.09% 193
2024
Q4
$275K Buy
657
+61
+10% +$27.8K 0.08% 206
2024
Q3
$284K Sell
596
-195
-25% -$89K 0.08% 215
2024
Q2
$347K Sell
791
-124
-14% -$54.6K 0.1% 209
2024
Q1
$425K Buy
915
+46
+5% +$19.9K 0.1% 231
2023
Q4
$357K Sell
869
-71
-8% -$28K 0.09% 248
2023
Q3
$350K Sell
940
-458
-33% -$174K 0.09% 231
2023
Q2
$533K Sell
1,398
-45
-3% -$16.4K 0.14% 213
2023
Q1
$513K Sell
1,443
-183
-11% -$61.3K 0.17% 178
2022
Q4
$530K Sell
1,626
-495
-23% -$155K 0.19% 160
2022
Q3
$572K Buy
2,121
+407
+24% +$117K 0.22% 158
2022
Q2
$493K Sell
1,714
-794
-32% -$248K 0.18% 172
2022
Q1
$801K Buy
2,508
+250
+11% +$77.3K 0.32% 69
2021
Q4
$782K Buy
+2,258
New +$732K 0.19% 91
2021
Q3
Sell
-4,120
Closed -$1.19M 166
2021
Q2
$1.19M Buy
4,120
+653
+19% +$190K 0.36% 68
2021
Q1
$971K Buy
+3,467
New +$899K 0.35% 71

Other funds holding LIN