Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.9M Buy
33,130
+880
+3% +$194K 1.39% 11
2025
Q4
$7.44M Buy
32,250
+235
+0.7% +$53.8K 1.44% 9
2025
Q3
$7.03M Buy
32,015
+25
+0.1% +$5.66K 1.35% 8
2025
Q2
$7.02M Sell
31,990
-1,805
-5% -$357K 1.43% 7
2025
Q1
$6.43M Buy
33,795
+12,620
+60% +$2.74M 1.3% 9
2024
Q4
$4.65M Sell
21,175
-50
-0.2% -$10.2K 1.16% 14
2024
Q3
$3.96M Hold
21,225
0.99% 15
2024
Q2
$4.1M Sell
21,225
-700
-3% -$129K 1.12% 14
2024
Q1
$3.96M Hold
21,925
1.06% 13
2023
Q4
$3.33M Sell
21,925
-500
-2% -$70.1K 1% 14
2023
Q3
$2.85M Sell
22,425
-560
-2% -$75K 0.9% 17
2023
Q2
$3M Buy
22,985
+100
+0.4% +$11.4K 0.94% 13
2023
Q1
$2.36M Buy
22,885
+100
+0.4% +$9.66K 0.81% 19
2022
Q4
$1.91M Sell
22,785
-7,300
-24% -$721K 0.67% 22
2022
Q3
$3.4M Sell
30,085
-1,945
-6% -$246K 1.24% 13
2022
Q2
$3.4M Buy
32,030
+1,250
+4% +$156K 1.19% 13
2022
Q1
$5.02M Sell
30,780
-1,700
-5% -$263K 1.4% 9
2021
Q4
$5.42M Buy
32,480
+1,540
+5% +$264K 1.47% 9
2021
Q3
$5.08M Buy
30,940
+3,500
+13% +$604K 1.46% 9
2021
Q2
$4.72M Buy
27,440
+40
+0.1% +$6.65K 1.38% 10
2021
Q1
$4.24M Sell
27,400
-160
-0.6% -$25.4K 1.35% 9
2020
Q4
$4.49M Buy
27,560
+380
+1% +$60.6K 1.51% 8
2020
Q3
$4.28M Sell
27,180
-1,360
-5% -$214K 1.75% 6
2020
Q2
$3.94M Buy
28,540
+680
+2% +$82.1K 2.57% 4
2020
Q1
$2.72M Sell
27,860
-3,700
-12% -$358K 1.93% 5
2019
Q4
$2.92M Buy
31,560
+3,900
+14% +$345K 1.5% 7
2019
Q3
$2.4M Buy
27,660
+260
+0.9% +$24.1K 1.33% 7
2019
Q2
$2.59M Buy
27,400
+6,920
+34% +$645K 1.45% 5
2019
Q1
$1.82M Buy
20,480
+1,360
+7% +$113K 1.06% 12
2018
Q4
$1.44M Buy
19,120
+10,520
+122% +$875K 0.93% 12
2018
Q3
$861K Buy
+8,600
New +$809K 0.54% 22

Other funds holding AMZN