Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,584
Closed -$16.1K 1279
2025
Q1
$16.1K Sell
16,584
-40,067
-71% -$52.7K ﹤0.01% 1157
2024
Q4
$87.7K Buy
56,651
+6,642
+13% +$12K ﹤0.01% 1107
2024
Q3
$147K Buy
50,009
+944
+2% +$1.92K ﹤0.01% 1026
2024
Q2
$87.4K Sell
49,065
-944
-2% -$2.04K ﹤0.01% 1072
2024
Q1
$147K Sell
50,009
-8,639
-15% -$27K ﹤0.01% 1025
2023
Q4
$254K Buy
58,648
+4,609
+9% +$12.9K 0.01% 920
2023
Q3
$138K Sell
54,039
-76,984
-59% -$277K ﹤0.01% 969
2023
Q2
$510K Sell
131,023
-5,591
-4% -$12.1K 0.02% 641
2023
Q1
$233K Buy
136,614
+90,823
+198% +$150K 0.01% 856
2022
Q4
$51.4K Buy
45,791
+27,030
+144% +$51.8K ﹤0.01% 887
2022
Q3
$56K Buy
18,761
+2,567
+16% +$11.8K ﹤0.01% 782
2022
Q2
$74K Sell
16,194
-8,717
-35% -$57.4K 0.01% 741
2022
Q1
$209K Buy
24,911
+10,359
+71% +$96.3K 0.01% 696
2021
Q4
$206K Sell
14,552
-239
-2% -$4.42K 0.02% 614
2021
Q3
$294K Buy
+14,791
New +$239K 0.03% 485

Other funds holding OPEN