Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14K Buy
83
+33
+66% +$6.07K 0.01% 1260
2025
Q4
$13K Buy
50
+3
+6% +$722 0.01% 1456
2025
Q3
$13K Buy
47
+2
+4% +$583 0.01% 1466
2025
Q2
$18K Sell
45
-5
-10% -$2.09K 0.01% 1289
2025
Q1
$21K Hold
50
0.01% 1188
2024
Q4
$24K Sell
50
-8
-14% -$4.12K 0.02% 1131
2024
Q3
$30K Sell
58
-1
-2% -$481 0.02% 1064
2024
Q2
$27K Buy
59
+2
+4% +$890 0.02% 1080
2024
Q1
$28K Buy
57
+8
+16% +$3.68K 0.02% 1091
2023
Q4
$22K Sell
49
-68
-58% -$27.2K 0.02% 1165
2023
Q3
$40K Buy
117
+12
+11% +$4.19K 0.03% 866
2023
Q2
$37K Buy
105
+10
+11% +$3.26K 0.03% 901
2023
Q1
$31K Buy
95
+16
+20% +$5.29K 0.03% 874
2022
Q4
$27K Sell
79
-70
-47% -$22.6K 0.02% 946
2022
Q3
$41K Sell
149
-18
-11% -$5.05K 0.04% 773
2022
Q2
$40K Sell
167
-75
-31% -$20K 0.03% 807
2022
Q1
$72K Buy
242
+123
+103% +$35.6K 0.05% 684
2021
Q4
$40K Buy
+119
New +$38.3K 0.06% 662

Other funds holding IT