Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-16
Closed -$3.14K 534
2024
Q4
$3.14K Sell
16
-33
-67% -$6.96K ﹤0.01% 786
2024
Q3
$11.6K Hold
49
﹤0.01% 755
2024
Q2
$10.4K Buy
49
+6
+14% +$1.36K 0.01% 551
2024
Q1
$10.9K Buy
43
+7
+19% +$1.63K 0.01% 561
2023
Q4
$8.33K Sell
36
-11
-23% -$2.26K 0.01% 557
2023
Q3
$9.25K Buy
47
+8
+21% +$1.74K ﹤0.01% 603
2023
Q2
$8.77K Sell
39
-5
-11% -$1K 0.01% 612
2023
Q1
$8.75K Sell
44
-16
-27% -$3.42K ﹤0.01% 611
2022
Q4
$12.3K Buy
60
+20
+50% +$4.06K 0.01% 589
2022
Q3
$7K Sell
40
-15
-27% -$3.29K ﹤0.01% 637
2022
Q2
$11.9K Buy
+55
New +$11.9K 0.01% 624
2022
Q1
Sell
-72
Closed -$20K 611
2021
Q4
$20K Sell
72
-62
-46% -$16.1K 0.01% 563
2021
Q3
$33K Buy
134
+22
+20% +$5.55K 0.02% 500
2021
Q2
$29K Buy
+112
New +$25.9K 0.02% 463

Other funds holding IQV