Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $521K | Sell |
5,070
-38,432
| -88% | -$5.11M | ﹤0.01% | 3168 |
|
|
2025
Q4 | $7.57M | Buy |
43,502
+5,592
| +15% | +$996K | ﹤0.01% | 1897 |
|
|
2025
Q3 | $6.85M | Sell |
37,910
-14,001
| -27% | -$2.21M | ﹤0.01% | 1966 |
|
|
2025
Q2 | $5.77M | Buy |
51,911
+20,661
| +66% | +$2.05M | ﹤0.01% | 2004 |
|
|
2025
Q1 | $2.83M | Sell |
31,250
-14,603
| -32% | -$1.64M | ﹤0.01% | 2368 |
|
|
2024
Q4 | $6.66M | Buy |
45,853
+4,532
| +11% | +$859K | ﹤0.01% | 1903 |
|
|
2024
Q3 | $8.95M | Buy |
41,321
+11,681
| +39% | +$1.98M | ﹤0.01% | 1563 |
|
|
2024
Q2 | $4.65M | Buy |
29,640
+8,688
| +41% | +$1.29M | ﹤0.01% | 1590 |
|
|
2024
Q1 | $2.69M | Sell |
20,952
-15,624
| -43% | -$1.64M | ﹤0.01% | 2323 |
|
|
2023
Q4 | $3.29M | Sell |
36,576
-7,585
| -17% | -$544K | ﹤0.01% | 2482 |
|
|
2023
Q3 | $2.43M | Buy |
44,161
+35,563
| +414% | +$2.41M | ﹤0.01% | 1764 |
|
|
2023
Q2 | $771K | Sell |
8,598
-2,267
| -21% | -$242K | ﹤0.01% | 2483 |
|
|
2023
Q1 | $1.47M | Buy |
10,865
+5,102
| +89% | +$650K | ﹤0.01% | 2436 |
|
|
2022
Q4 | $629K | Buy |
5,763
+4,872
| +547% | +$513K | ﹤0.01% | 3156 |
|
|
2022
Q3 | $71K | Sell |
891
-165
| -16% | -$13.7K | ﹤0.01% | 3670 |
|
|
2022
Q2 | $62K | Sell |
1,056
-2,247
| -68% | -$113K | ﹤0.01% | 3958 |
|
|
2022
Q1 | $210K | Sell |
3,303
-21,297
| -87% | -$1.54M | ﹤0.01% | 3396 |
|
|
2021
Q4 | $2.18M | Buy |
24,600
+15,961
| +185% | +$1.16M | ﹤0.01% | 2332 |
|
|
2021
Q3 | $494K | Buy |
8,639
+4,717
| +120% | +$241K | ﹤0.01% | 3205 |
|
|
2021
Q2 | $202K | Sell |
3,922
-10,410
| -73% | -$536K | ﹤0.01% | 3546 |
|
|
2021
Q1 | $815K | Buy |
14,332
+8,798
| +159% | +$518K | ﹤0.01% | 2896 |
|
|
2020
Q4 | $231K | Sell |
5,534
-2,170
| -28% | -$75.6K | ﹤0.01% | 3686 |
|
|
2020
Q3 | $203K | Sell |
7,704
-1,570
| -17% | -$41.5K | ﹤0.01% | 3837 |
|
|
2020
Q2 | $254K | Buy |
9,274
+3,679
| +66% | +$86.1K | ﹤0.01% | 3878 |
|
|
2020
Q1 | $93K | Sell |
5,595
-12,152
| -68% | -$328K | ﹤0.01% | 4855 |
|
|
2019
Q4 | $459K | Sell |
17,747
-3,702
| -17% | -$115K | ﹤0.01% | 4373 |
|
|
2019
Q3 | $662K | Buy |
21,449
+3,585
| +20% | +$125K | ﹤0.01% | 4015 |
|
|
2019
Q2 | $512K | Sell |
17,864
-63,757
| -78% | -$1.56M | ﹤0.01% | 4299 |
|
|
2019
Q1 | $1.37M | Sell |
81,621
-44,790
| -35% | -$744K | ﹤0.01% | 3054 |
|
|
2018
Q4 | $1.84M | Buy |
126,411
+12,633
| +11% | +$248K | ﹤0.01% | 2489 |
|
|
2018
Q3 | $2.82M | Buy |
113,778
+6,252
| +6% | +$138K | ﹤0.01% | 2480 |
|
|
2018
Q2 | $2.38M | Sell |
107,526
-1,806
| -2% | -$30.6K | ﹤0.01% | 2403 |
|
|
2018
Q1 | $1.42M | Buy |
109,332
+106,443
| +3,684% | +$1.77M | ﹤0.01% | 2818 |
|
|
2017
Q4 | $65K | Buy |
2,889
+2,471
| +591% | +$70.9K | ﹤0.01% | 5566 |
|
|
2017
Q3 | $17K | Sell |
418
-12,757
| -97% | -$537K | ﹤0.01% | 5870 |
|
|
2017
Q2 | $641K | Buy |
13,175
+11,494
| +684% | +$483K | ﹤0.01% | 3276 |
|
|
2017
Q1 | $51K | Sell |
1,681
-6,305
| -79% | -$198K | ﹤0.01% | 5317 |
|
|
2016
Q4 | $282K | Buy |
7,986
+4,473
| +127% | +$137K | ﹤0.01% | 3901 |
|
|
2016
Q3 | $131K | Buy |
+3,513
| New | +$92.1K | ﹤0.01% | 4310 |
|
Other funds holding PI
VPM
VCM
SC
