Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$81.1K Buy
686
+481
+235% +$55.5K ﹤0.01% 1201
2026
Q1
$24.5K Buy
205
+1
+0.5% +$131 ﹤0.01% 1592
2025
Q4
$27.8K Sell
204
-2
-1% -$288 ﹤0.01% 1556
2025
Q3
$30.4K Buy
206
+45
+28% +$6.24K ﹤0.01% 1518
2025
Q2
$20.8K Sell
161
-22
-12% -$2.66K ﹤0.01% 1599
2025
Q1
$21.9K Buy
183
+67
+58% +$8.3K ﹤0.01% 1495
2024
Q4
$13.5K Sell
116
-288
-71% -$36.4K ﹤0.01% 1668
2024
Q3
$54.6K Sell
404
-1,094
-73% -$146K ﹤0.01% 1148
2024
Q2
$203K Buy
1,498
+1,322
+751% +$180K 0.02% 368
2024
Q1
$22.7K Buy
+176
New +$21.3K ﹤0.01% 1419
2022
Q4
$64.1K Buy
+580
New +$60.8K ﹤0.01% 899
2022
Q3
Sell
-710
Closed -$56K 2151
2022
Q2
$56K Buy
+710
New +$58.6K ﹤0.01% 904
2022
Q1
Sell
-4,008
Closed -$481K 2148
2021
Q4
$481K Buy
+4,008
New +$497K 0.03% 376

Other funds holding XYL