Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.9K Hold
70
﹤0.01% 464
2026
Q1
$13.3K Hold
70
﹤0.01% 445
2025
Q4
$12.5K Hold
70
﹤0.01% 463
2025
Q3
$11.4K Hold
70
﹤0.01% 480
2025
Q2
$12.3K Sell
70
-44
-39% -$7.8K ﹤0.01% 407
2025
Q1
$20.6K Buy
114
+44
+63% +$8.76K ﹤0.01% 408
2024
Q4
$14.7K Hold
70
﹤0.01% 388
2024
Q3
$15K Hold
70
﹤0.01% 381
2024
Q2
$14.1K Hold
70
﹤0.01% 380
2024
Q1
$17.1K Hold
70
﹤0.01% 383
2023
Q4
$15.2K Hold
70
﹤0.01% 392
2023
Q3
$14.6K Hold
70
﹤0.01% 391
2023
Q2
$15.1K Hold
70
﹤0.01% 398
2023
Q1
$16.2K Hold
70
﹤0.01% 396
2022
Q4
$16K Hold
70
﹤0.01% 398
2022
Q3
$14K Hold
70
﹤0.01% 407
2022
Q2
$13K Hold
70
﹤0.01% 399
2022
Q1
$13K Hold
70
﹤0.01% 423
2021
Q4
$13K Hold
70
﹤0.01% 420
2021
Q3
$14K Hold
70
﹤0.01% 409
2021
Q2
$15K Hold
70
﹤0.01% 408
2021
Q1
$15K Hold
70
﹤0.01% 404
2020
Q4
$14K Hold
70
﹤0.01% 382
2020
Q3
$13K Hold
70
﹤0.01% 368
2020
Q2
$11K Hold
70
﹤0.01% 374
2020
Q1
$10K Hold
70
﹤0.01% 367
2019
Q4
$12K Hold
70
﹤0.01% 370
2019
Q3
$11K Hold
70
﹤0.01% 384
2019
Q2
$12K Hold
70
﹤0.01% 369
2019
Q1
$11K Hold
70
﹤0.01% 369
2018
Q4
$9K Hold
70
﹤0.01% 369
2018
Q3
$11K Sell
70
-38
-35% -$5.66K ﹤0.01% 378
2018
Q2
$15K Hold
108
﹤0.01% 356
2018
Q1
$15K Hold
108
﹤0.01% 364
2017
Q4
$14K Hold
108
﹤0.01% 378
2017
Q3
$13K Buy
108
+38
+54% +$4.44K ﹤0.01% 376
2017
Q2
$8K Hold
70
﹤0.01% 418
2017
Q1
$7K Hold
70
﹤0.01% 427
2016
Q4
$6K Hold
70
﹤0.01% 422
2016
Q3
$7K Hold
70
﹤0.01% 399
2016
Q2
$6K Buy
+70
New +$5.82K ﹤0.01% 428

Other funds holding IEX