Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$222 Hold
2
﹤0.01% 1540
2025
Q4
$365 Buy
+2
New +$356 ﹤0.01% 1473
2025
Q3
Sell
-67
Closed -$9.75K 1462
2025
Q2
$9.75K Hold
67
﹤0.01% 1123
2025
Q1
$11.7K Hold
67
﹤0.01% 1084
2024
Q4
$14.1K Buy
67
+57
+570% +$13.3K ﹤0.01% 1042
2024
Q3
$2.87K Hold
10
﹤0.01% 1219
2024
Q2
$3.13K Hold
10
﹤0.01% 1230
2024
Q1
$3.36K Sell
10
-12
-55% -$3.54K ﹤0.01% 1219
2023
Q4
$6.23K Hold
22
﹤0.01% 1131
2023
Q3
$5.42K Buy
+22
New +$5.54K ﹤0.01% 1131
2022
Q3
Sell
-8
Closed -$2K 1355
2022
Q2
$2K Hold
8
﹤0.01% 1218
2022
Q1
$2K Hold
8
﹤0.01% 1255
2021
Q4
$2K Sell
8
-21
-72% -$5.88K ﹤0.01% 1208
2021
Q3
$8K Buy
+29
New +$7.05K ﹤0.01% 1070
2020
Q2
Sell
-55
Closed -$7K 1096
2020
Q1
$7K Sell
55
-5
-8% -$800 ﹤0.01% 921
2019
Q4
$10K Hold
60
﹤0.01% 945
2019
Q3
$9K Buy
+60
New +$9.21K ﹤0.01% 921
2018
Q4
Sell
-140
Closed -$22K 1196
2018
Q3
$22K Hold
140
﹤0.01% 826
2018
Q2
$19K Sell
140
-410
-75% -$51.1K ﹤0.01% 828
2018
Q1
$65K Buy
+550
New +$63.1K ﹤0.01% 634
2017
Q3
Sell
-68
Closed -$7K 1293
2017
Q2
$7K Buy
+68
New +$6.01K ﹤0.01% 993

Other funds holding ICLR