Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.29M Sell
40,400
-1,600
-4% -$71.7K ﹤0.01% 5805
2025
Q4
$1.59M Buy
42,000
+29,100
+226% +$1.07M ﹤0.01% 6380
2025
Q3
$451K Sell
12,900
-11,700
-48% -$404K ﹤0.01% 9391
2025
Q2
$798K Sell
24,600
-4,300
-15% -$128K ﹤0.01% 7574
2025
Q1
$894K Buy
28,900
+18,500
+178% +$540K ﹤0.01% 7210
2024
Q4
$285K Buy
10,400
+7,200
+225% +$211K ﹤0.01% 9761
2024
Q3
$97K Sell
3,200
-3,000
-48% -$94K ﹤0.01% 11151
2024
Q2
$191K Buy
6,200
+2,200
+55% +$69.8K ﹤0.01% 10008
2024
Q1
$127K Buy
4,000
+400
+11% +$12.7K ﹤0.01% 11027
2023
Q4
$122K Sell
3,600
-1,700
-32% -$55.3K ﹤0.01% 10676
2023
Q3
$169K Sell
5,300
-33,900
-86% -$1.05M ﹤0.01% 10169
2023
Q2
$1.13M Buy
39,200
+700
+2% +$20.3K ﹤0.01% 6211
2023
Q1
$1.08M Buy
38,500
+36,400
+1,733% +$1.07M ﹤0.01% 6609
2022
Q4
$60.2K Sell
2,100
-10,200
-83% -$275K ﹤0.01% 11911
2022
Q3
$260K Buy
12,300
+3,800
+45% +$87.5K ﹤0.01% 9877
2022
Q2
$202K Sell
8,500
-900
-10% -$25.7K ﹤0.01% 10671
2022
Q1
$275K Buy
+9,400
New +$280K ﹤0.01% 10778
2021
Q2
Sell
-13,500
Closed -$334K 13816
2021
Q1
$334K Buy
13,500
+3,600
+36% +$81.3K ﹤0.01% 10586
2020
Q4
$204K Sell
9,900
-5,200
-34% -$94.1K ﹤0.01% 9707
2020
Q3
$235K Buy
+15,100
New +$281K ﹤0.01% 8560

Other funds holding E