Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-9
Closed -$605 1471
2024
Q3
$605 Buy
+9
New +$563 ﹤0.01% 1195
2023
Q2
Sell
-115
Closed -$8.49K 1190
2023
Q1
$8.49K Buy
+115
New +$8.29K ﹤0.01% 1008
2022
Q3
Sell
-16,760
Closed -$1.81M 948
2022
Q2
$1.81M Sell
16,760
-1,756
-9% -$185K 0.03% 389
2022
Q1
$2.17M Buy
18,516
+2,264
+14% +$308K 0.04% 385
2021
Q4
$2.99M Sell
16,252
-2,189
-12% -$515K 0.05% 325
2021
Q3
$4.82M Buy
+18,441
New +$6.22M 0.08% 238
2021
Q1
$1.36M Buy
4,249
+3,208
+308% +$1.18M 0.02% 471
2020
Q4
$351K Sell
1,041
-927
-47% -$413K 0.01% 735
2020
Q3
$925K Buy
+1,968
New +$629K 0.02% 485

Other funds holding ZM