Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.36M Buy
+59,313
New +$2.66M ﹤0.01% 5037
2025
Q4
Sell
-40,729
Closed -$1.5M 13005
2025
Q3
$1.42M Buy
40,729
+2,873
+8% +$99.1K ﹤0.01% 6774
2025
Q2
$1.23M Buy
37,856
+22,474
+146% +$667K ﹤0.01% 6648
2025
Q1
$476K Sell
15,382
-5,560
-27% -$162K ﹤0.01% 8584
2024
Q4
$573K Buy
+20,942
New +$613K ﹤0.01% 8260
2024
Q2
Sell
-5,447
Closed -$173K 14521
2024
Q1
$173K Sell
5,447
-72,580
-93% -$2.3M ﹤0.01% 10549
2023
Q4
$2.65M Buy
78,027
+55,894
+253% +$1.82M ﹤0.01% 4869
2023
Q3
$706K Buy
22,133
+22,131
+1,106,550% +$682K ﹤0.01% 7317
2023
Q2
$58 Sell
2
-2,063
-100% -$59.8K ﹤0.01% 14233
2023
Q1
$57.8K Sell
2,065
-83,745
-98% -$2.45M ﹤0.01% 11973
2022
Q4
$2.46M Buy
+85,810
New +$2.31M ﹤0.01% 5103
2022
Q3
Sell
-51,124
Closed -$1.18M 12909
2022
Q2
$1.22M Buy
51,124
+27,584
+117% +$787K ﹤0.01% 6565
2022
Q1
$688K Sell
23,540
-9,058
-28% -$270K ﹤0.01% 8618
2021
Q4
$901K Buy
32,598
+10,910
+50% +$305K ﹤0.01% 8210
2021
Q3
$580K Buy
+21,688
New +$529K ﹤0.01% 9511
2021
Q2
Sell
-112,842
Closed -$2.81M 13847
2021
Q1
$2.79M Sell
112,842
-1,220
-1% -$27.5K ﹤0.01% 5612
2020
Q4
$2.35M Buy
114,062
+6,023
+6% +$109K ﹤0.01% 5022
2020
Q3
$1.68M Sell
108,039
-1,833
-2% -$34K ﹤0.01% 5057
2020
Q2
$2.12M Buy
109,872
+5,011
+5% +$96.3K ﹤0.01% 4467
2020
Q1
$2.08M Buy
104,861
+94,529
+915% +$2.4M ﹤0.01% 4083
2019
Q4
$320K Buy
+10,332
New +$316K ﹤0.01% 7489

Other funds holding E