Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$52.2K Buy
489
+284
+139% +$30.4K 0.01% 584
2025
Q4
$21.6K Buy
205
+7
+4% +$723 ﹤0.01% 684
2025
Q3
$19.9K Buy
198
+6
+3% +$567 ﹤0.01% 696
2025
Q2
$17.6K Buy
192
+39
+25% +$3.42K ﹤0.01% 717
2025
Q1
$14.1K Sell
153
-76
-33% -$6.5K ﹤0.01% 739
2024
Q4
$19.4K Buy
229
+82
+56% +$6.76K ﹤0.01% 683
2024
Q3
$11.6K Buy
147
+17
+13% +$1.33K ﹤0.01% 734
2024
Q2
$9.72K Hold
130
﹤0.01% 746
2024
Q1
$10.2K Hold
130
﹤0.01% 742
2023
Q4
$9.05K Buy
+130
New +$8.64K ﹤0.01% 734
2023
Q3
Sell
-130
Closed -$7.72K 625
2023
Q2
$7.72K Sell
130
-10
-7% -$579 ﹤0.01% 749
2023
Q1
$8.12K Buy
140
+20
+17% +$1.19K ﹤0.01% 712
2022
Q4
$7K Sell
120
-40
-25% -$2.23K ﹤0.01% 700
2022
Q3
$8K Hold
160
﹤0.01% 659
2022
Q2
$9K Hold
160
﹤0.01% 656
2022
Q1
$10K Hold
160
﹤0.01% 681
2021
Q4
$9K Buy
+160
New +$9.08K ﹤0.01% 664
2021
Q3
Sell
-210
Closed -$11K 628
2021
Q2
$11K Buy
210
+50
+31% +$2.8K ﹤0.01% 634
2021
Q1
$8K Buy
+160
New +$7.79K ﹤0.01% 552

Other funds holding L