Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18K Sell
386
-49
-11% -$1.92K ﹤0.01% 483
2025
Q4
$15K Hold
435
﹤0.01% 503
2025
Q3
$14K Hold
435
﹤0.01% 486
2025
Q2
$13K Hold
435
﹤0.01% 487
2025
Q1
$14K Buy
435
+50
+13% +$1.63K ﹤0.01% 451
2024
Q4
$11K Sell
385
-1,156
-75% -$34.7K ﹤0.01% 469
2024
Q3
$48 Hold
1,541
0.01% 283
2024
Q2
$55K Hold
1,541
0.02% 250
2024
Q1
$58K Hold
1,541
0.02% 246
2023
Q4
$54K Sell
1,541
-1,300
-46% -$47.6K 0.02% 242
2023
Q3
$110K Buy
2,841
+1,300
+84% +$48.3K 0.04% 152
2023
Q2
$54K Hold
1,541
0.02% 249
2023
Q1
$58K Hold
1,541
0.02% 240
2022
Q4
$53 Buy
1,541
+250
+19% +$8.32K 0.02% 254
2022
Q3
$36K Sell
1,291
-1
-0.1% -$30 0.02% 262
2022
Q2
$37K Buy
+1,292
New +$39.6K 0.02% 157

Other funds holding BP