Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20K Sell
70
-20
-22% -$5.55K ﹤0.01% 464
2025
Q4
$22K Buy
90
+20
+29% +$5.38K 0.01% 446
2025
Q3
$22K Hold
70
0.01% 425
2025
Q2
$20K Hold
70
0.01% 422
2025
Q1
$18K Buy
70
+20
+40% +$5.59K 0.01% 405
2024
Q4
$12K Hold
50
﹤0.01% 459
2024
Q3
$11 Hold
50
﹤0.01% 477
2024
Q2
$8K Hold
50
﹤0.01% 500
2024
Q1
$9K Hold
50
﹤0.01% 488
2023
Q4
$8K Hold
50
﹤0.01% 504
2023
Q3
$8K Hold
50
﹤0.01% 494
2023
Q2
$7K Sell
50
-20
-29% -$2.84K ﹤0.01% 551
2023
Q1
$10K Buy
70
+20
+40% +$2.89K ﹤0.01% 490
2022
Q4
$7 Buy
+50
New +$7.32K ﹤0.01% 538

Other funds holding FFIV