Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$101K Sell
11,417
-1,000
-8% -$13.4K ﹤0.01% 5514
2025
Q4
$187K Sell
12,417
-205,454
-94% -$3.94M ﹤0.01% 5376
2025
Q3
$3.82M Buy
217,871
+111,068
+104% +$1.57M ﹤0.01% 4263
2025
Q2
$665K Buy
106,803
+100,895
+1,708% +$905K ﹤0.01% 5553
2025
Q1
$41.4K Sell
5,908
-3,284
-36% -$38K ﹤0.01% 6797
2024
Q4
$111K Buy
9,192
+1,856
+25% +$16K ﹤0.01% 6350
2024
Q3
$51.1K Sell
7,336
-5,916
-45% -$93.1K ﹤0.01% 6536
2024
Q2
$294K Buy
13,252
+7,532
+132% +$221K ﹤0.01% 5674
2024
Q1
$251K Sell
5,720
-20,943
-79% -$1.16M ﹤0.01% 5776
2023
Q4
$2.07M Sell
26,663
-1,431
-5% -$98.7K ﹤0.01% 4371
2023
Q3
$2.38M Buy
28,094
+8,721
+45% +$996K ﹤0.01% 4081
2023
Q2
$2.22M Sell
19,373
-13,954
-42% -$1.39M ﹤0.01% 4139
2023
Q1
$3.78M Buy
33,327
+9,760
+41% +$1.65M ﹤0.01% 3789
2022
Q4
$4.21M Buy
23,567
+12,553
+114% +$3.02M ﹤0.01% 3548
2022
Q3
$2.94M Buy
11,014
+2,338
+27% +$598K ﹤0.01% 3920
2022
Q2
$1.24M Sell
8,676
-1,771
-17% -$294K ﹤0.01% 4717
2022
Q1
$2.3M Buy
10,447
+7,297
+232% +$1.7M ﹤0.01% 4450
2021
Q4
$1.2M Sell
3,150
-209
-6% -$90.6K ﹤0.01% 5055
2021
Q3
$1.6M Buy
3,359
+2,578
+330% +$1.36M ﹤0.01% 4646
2021
Q2
$562K Buy
781
+685
+714% +$373K ﹤0.01% 5325
2021
Q1
$51K Buy
+96
New +$61.7K ﹤0.01% 6626

Other funds holding STEM