Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$206K Buy
+67,466
New +$342K ﹤0.01% 1774
2024
Q4
Sell
-105,879
Closed -$795K 1618
2024
Q3
$795K Sell
105,879
-117,323
-53% -$896K 0.02% 824
2024
Q2
$1.72M Buy
223,202
+74,541
+50% +$557K 0.05% 556
2024
Q1
$1.33M Sell
148,661
-112,403
-43% -$1.17M 0.04% 655
2023
Q4
$2.69M Buy
261,064
+132,146
+103% +$1.22M 0.09% 389
2023
Q3
$1.26M Buy
+128,918
New +$1.79M 0.04% 663
2023
Q2
Sell
-51,858
Closed -$736K 1941
2023
Q1
$736K Buy
51,858
+39,422
+317% +$555K 0.02% 1119
2022
Q4
$177K Buy
12,436
+786
+7% +$12.2K 0.01% 1651
2022
Q3
$210K Buy
+11,650
New +$305K 0.01% 1806
2021
Q2
Sell
-13,174
Closed -$742K 1934
2021
Q1
$742K Buy
+13,174
New +$856K 0.04% 740
2019
Q4
Sell
-21,212
Closed -$339K 889
2019
Q3
$339K Buy
+21,212
New +$512K 0.04% 550

Other funds holding DOMO