Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-600
Closed -$50.8K 583
2024
Q4
$50.8K Hold
600
0.03% 329
2024
Q3
$47.4K Hold
600
0.02% 459
2024
Q2
$44.8K Hold
600
0.03% 342
2024
Q1
$47K Hold
600
0.03% 318
2023
Q4
$41.8K Buy
600
+100
+20% +$6.65K 0.03% 319
2023
Q3
$31.7K Hold
500
0.01% 470
2023
Q2
$29.7K Sell
500
-11
-2% -$637 0.02% 471
2023
Q1
$29.6K Hold
511
0.02% 483
2022
Q4
$29.8K Hold
511
0.02% 474
2022
Q3
$25K Sell
511
-100
-16% -$5.61K 0.02% 475
2022
Q2
$36.2K Buy
+611
New +$38.4K 0.02% 441
2022
Q1
Sell
-634
Closed -$37K 645
2021
Q4
$37K Sell
634
-610
-49% -$34.6K 0.02% 451
2021
Q3
$66K Buy
1,244
+600
+93% +$32.6K 0.04% 329
2021
Q2
$36K Buy
+644
New +$36.1K 0.03% 420

Other funds holding L