Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$627K Buy
11,071
+213
+2% +$9.55K 0.04% 305
2025
Q4
$412K Sell
10,858
-112
-1% -$4.12K 0.03% 370
2025
Q3
$383K Buy
10,970
+377
+4% +$13K 0.03% 389
2025
Q2
$343K Sell
10,593
-1,717
-14% -$50.9K 0.02% 422
2025
Q1
$381K Buy
12,310
+319
+3% +$9.31K 0.03% 391
2024
Q4
$328K Sell
11,991
-102
-0.8% -$2.99K 0.02% 420
2024
Q3
$367K Buy
12,093
+31
+0.3% +$971 0.03% 404
2024
Q2
$371K Sell
12,062
-997
-8% -$31.6K 0.03% 386
2024
Q1
$414K Buy
13,059
+784
+6% +$24.9K 0.03% 366
2023
Q4
$417K Sell
12,275
-627
-5% -$20.4K 0.03% 347
2023
Q3
$412K Buy
12,902
+1,230
+11% +$37.9K 0.04% 332
2023
Q2
$336K Buy
11,672
+982
+9% +$28.5K 0.03% 388
2023
Q1
$299K Buy
10,690
+114
+1% +$3.34K 0.03% 416
2022
Q4
$303K Sell
10,576
-160
-1% -$4.32K 0.03% 397
2022
Q3
$227K Buy
10,736
+876
+9% +$20.2K 0.02% 472
2022
Q2
$237K Sell
9,860
-748
-7% -$21.3K 0.02% 504
2022
Q1
$310K Buy
10,608
+548
+5% +$16.3K 0.03% 402
2021
Q4
$278K Buy
10,060
+825
+9% +$23K 0.03% 412
2021
Q3
$247K Sell
9,235
-488
-5% -$11.9K 0.03% 419
2021
Q2
$237K Sell
9,723
-6
-0.1% -$150 0.03% 457
2021
Q1
$240K Buy
+9,729
New +$220K 0.03% 437
2020
Q2
Sell
-10,275
Closed -$204K 461
2020
Q1
$204K Buy
10,275
+3,772
+58% +$95.7K 0.04% 338
2019
Q4
$201K Sell
6,503
-1,299
-17% -$39.8K 0.04% 419
2019
Q3
$238K Sell
7,802
-751
-9% -$23.2K 0.05% 354
2019
Q2
$283K Sell
8,553
-450
-5% -$14.9K 0.06% 310
2019
Q1
$317K Sell
9,003
-841
-9% -$28.5K 0.07% 280
2018
Q4
$310K Sell
9,844
-80
-0.8% -$2.71K 0.07% 255
2018
Q3
$374K Buy
9,924
+153
+2% +$5.76K 0.08% 274
2018
Q2
$363K Buy
9,771
+596
+6% +$22.4K 0.08% 256
2018
Q1
$324K Sell
9,175
-180
-2% -$6.25K 0.08% 280
2017
Q4
$310K Buy
9,355
+156
+2% +$5.14K 0.08% 295
2017
Q3
$304K Sell
9,199
-50
-0.5% -$1.57K 0.08% 270
2017
Q2
$278K Sell
9,249
-922
-9% -$29.3K 0.08% 291
2017
Q1
$333K Buy
10,171
+329
+3% +$10.4K 0.09% 254
2016
Q4
$317K Buy
9,842
+737
+8% +$21.6K 0.09% 253
2016
Q3
$263K Buy
9,105
+699
+8% +$21.3K 0.08% 293
2016
Q2
$272K Buy
8,406
+100
+1% +$3.08K 0.07% 258
2016
Q1
$251K Buy
8,306
+238
+3% +$6.76K 0.07% 275
2015
Q4
$240K Sell
8,068
-761
-9% -$24.5K 0.08% 285
2015
Q3
$277K Buy
8,829
+831
+10% +$27.8K 0.09% 229
2015
Q2
$285K Buy
7,998
+920
+13% +$33.9K 0.09% 235
2015
Q1
$245K Buy
7,078
+618
+10% +$21.5K 0.08% 272
2014
Q4
$226K Buy
6,460
+260
+4% +$10.4K 0.09% 260
2014
Q3
$293K Sell
6,200
-508
-8% -$25.7K 0.12% 180
2014
Q2
$368K Buy
6,708
+2,220
+49% +$115K 0.17% 111
2014
Q1
$225K Sell
4,488
-1,619
-27% -$76.7K 0.14% 152
2013
Q4
$296K Buy
+6,107
New +$292K 0.23% 92

Other funds holding E