Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.1K Hold
770
﹤0.01% 851
2025
Q4
$22.7K Sell
770
-222
-22% -$6.03K ﹤0.01% 917
2025
Q3
$25.6K Buy
992
+266
+37% +$7.42K ﹤0.01% 923
2025
Q2
$20K Buy
726
+6
+0.8% +$158 ﹤0.01% 910
2025
Q1
$20.4K Buy
720
+56
+8% +$1.99K ﹤0.01% 915
2024
Q4
$28.1K Sell
664
-15,125
-96% -$723K ﹤0.01% 881
2024
Q3
$964K Buy
15,789
+72
+0.5% +$6.61K 0.02% 448
2024
Q2
$1.87M Sell
15,717
-853
-5% -$108K 0.03% 370
2024
Q1
$1.75M Sell
16,570
-625
-4% -$63K 0.03% 390
2023
Q4
$1.71M Buy
17,195
+4,572
+36% +$385K 0.03% 372
2023
Q3
$959K Buy
12,623
+7,886
+166% +$880K 0.02% 447
2023
Q2
$576K Sell
4,737
-10,991
-70% -$1.47M 0.01% 534
2023
Q1
$2.42M Sell
15,728
-10,816
-41% -$1.78M 0.05% 311
2022
Q4
$4.77M Sell
26,544
-9,688
-27% -$1.58M 0.09% 212
2022
Q3
$4.28M Buy
36,232
+2,678
+8% +$406K 0.09% 216
2022
Q2
$4.79M Sell
33,554
-1,455
-4% -$208K 0.09% 206
2022
Q1
$6.03M Buy
35,009
+16,328
+87% +$2.75M 0.1% 200
2021
Q4
$4.75M Buy
18,681
+7,052
+61% +$2.06M 0.07% 247
2021
Q3
$4.47M Buy
+11,629
New +$4.29M 0.08% 252
2021
Q1
$988K Buy
+7,543
New +$1.09M 0.02% 555
2020
Q1
Sell
-26,821
Closed -$524K 888
2019
Q4
$524K Sell
26,821
-10,782
-29% -$191K 0.01% 696
2019
Q3
$598K Buy
+37,603
New +$555K 0.01% 627

Other funds holding MRNA