Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$165K Buy
+111,070
New +$169K ﹤0.01% 458
2025
Q2
$130K Buy
92,238
+9,849
+12% +$14K 0.01% 372
2025
Q1
$131K Sell
82,389
-3,150
-4% -$7.67K 0.01% 375
2024
Q4
$303K Sell
85,539
-5,949
-7% -$23.8K 0.02% 314
2024
Q3
$415K Buy
91,488
+32,734
+56% +$149K 0.02% 217
2024
Q2
$249K Sell
58,754
-55,187
-48% -$215K 0.01% 257
2024
Q1
$376K Buy
113,941
+24,308
+27% +$54.5K 0.02% 237
2023
Q4
$189K Sell
89,633
-8,075
-8% -$15.7K 0.01% 289
2023
Q3
$207K Buy
97,708
+26,473
+37% +$71.8K 0.02% 253
2023
Q2
$229K Sell
71,235
-33,486
-32% -$95.3K 0.02% 263
2023
Q1
$227K Buy
104,721
+38,059
+57% +$108K 0.02% 273
2022
Q4
$161K Buy
66,662
+28,724
+76% +$64.3K 0.01% 312
2022
Q3
$89K Sell
37,938
-1,054
-3% -$2.36K 0.01% 330
2022
Q2
$60K Buy
38,992
+7,305
+23% +$10.3K 0.01% 321
2022
Q1
$43K Buy
31,687
+12,869
+68% +$14.3K ﹤0.01% 324
2021
Q4
$23K Sell
18,818
-2,742
-13% -$3.93K ﹤0.01% 301
2021
Q3
$30K Buy
+21,560
New +$28.8K ﹤0.01% 270
2021
Q1
$51K Buy
+32,199
New +$57.5K ﹤0.01% 250

Other funds holding GERN