Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34K Sell
925
-1,017
-52% -$44.6K ﹤0.01% 1046
2026
Q1
$91K Sell
1,942
-710
-27% -$27.8K ﹤0.01% 871
2025
Q4
$92K Sell
2,652
-1,093
-29% -$38.3K ﹤0.01% 866
2025
Q3
$129K Buy
3,745
+6
+0.2% +$201 ﹤0.01% 788
2025
Q2
$112K Sell
3,739
-505
-12% -$14.8K ﹤0.01% 748
2025
Q1
$143K Buy
+4,244
New +$139K 0.01% 683
2024
Q2
Sell
-9,859
Closed -$371K 546
2024
Q1
$371K Sell
9,859
-103
-1% -$3.69K 0.02% 409
2023
Q4
$353K Buy
9,962
+12
+0.1% +$439 0.02% 373
2023
Q3
$385K Hold
9,950
0.02% 360
2023
Q2
$351K Buy
9,950
+211
+2% +$7.81K 0.02% 399
2023
Q1
$387K Buy
9,739
+855
+10% +$31.9K 0.02% 375
2022
Q4
$310K Buy
8,884
+136
+2% +$4.53K 0.02% 425
2022
Q3
$250K Sell
8,748
-70
-0.8% -$2.08K 0.02% 413
2022
Q2
$250K Buy
8,818
+70
+0.8% +$2.15K 0.02% 404
2022
Q1
$257K Hold
8,748
0.02% 330
2021
Q4
$233K Sell
8,748
-1,000
-10% -$27.7K 0.02% 309
2021
Q3
$266K Buy
9,748
+97
+1% +$2.43K 0.02% 330
2021
Q2
$255K Buy
9,651
+6,500
+206% +$170K 0.02% 314
2021
Q1
$77K Sell
3,151
-298
-9% -$7.18K 0.01% 414
2020
Q4
$71K Sell
3,449
-97
-3% -$1.83K 0.01% 397
2020
Q3
$62K Buy
3,546
+395
+13% +$8.55K 0.01% 362
2020
Q2
$73K Hold
3,151
0.01% 313
2020
Q1
$77K Buy
3,151
+207
+7% +$6.69K 0.01% 290
2019
Q4
$111K Hold
2,944
0.02% 224
2019
Q3
$112K Sell
2,944
-1,425
-33% -$54.4K 0.02% 238
2019
Q2
$179K Buy
4,369
+1,375
+46% +$57.7K 0.03% 229
2019
Q1
$129K Sell
2,994
-972
-25% -$39.8K 0.02% 247
2018
Q4
$146K Buy
+3,966
New +$158K 0.03% 185

Other funds holding BP