Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,289
Closed -$1.95M 717
2024
Q4
$1.95M Buy
26,289
+6,317
+32% +$452K 0.01% 511
2024
Q3
$1.28M Sell
19,972
-65,028
-77% -$3.49M 0.01% 557
2024
Q2
$3.94M Sell
85,000
-384,787
-82% -$16.9M 0.02% 374
2024
Q1
$22.9M Sell
469,787
-83,132
-15% -$4.53M 0.15% 148
2023
Q4
$32M Buy
+552,919
New +$24.4M 0.22% 103
2022
Q4
Sell
-8,380
Closed -$240K 894
2022
Q3
$240K Sell
8,380
-2,732
-25% -$94.9K ﹤0.01% 857
2022
Q2
$353K Sell
11,112
-2,512
-18% -$101K ﹤0.01% 751
2022
Q1
$671K Buy
13,624
+353
+3% +$19K ﹤0.01% 719
2021
Q4
$847K Buy
13,271
+749
+6% +$54K 0.01% 690
2021
Q3
$1.1M Buy
12,522
+1,696
+16% +$172K 0.01% 682
2021
Q2
$1.32M Buy
10,826
+869
+9% +$106K 0.01% 667
2021
Q1
$1.24M Hold
9,957
0.01% 598
2020
Q4
$1.29M Buy
9,957
+4,973
+100% +$550K 0.01% 610
2020
Q3
$506K Buy
+4,984
New +$389K ﹤0.01% 710
2019
Q1
Sell
-86,955
Closed -$2.75M 836
2018
Q4
$2.75M Sell
86,955
-58,039
-40% -$2.06M 0.04% 396
2018
Q3
$6.42M Buy
144,994
+77,936
+116% +$4.06M 0.09% 270
2018
Q2
$3.96M Buy
+67,058
New +$3.72M 0.06% 343

Other funds holding Z