Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Buy
3,523
+330
+10% +$106K 0.22% 62
2026
Q1
$965K Buy
3,193
+370
+13% +$119K 0.22% 59
2025
Q4
$990K Sell
2,823
-187
-6% -$63.7K 0.24% 55
2025
Q3
$1.03M Buy
3,010
+34
+1% +$11.8K 0.28% 46
2025
Q2
$1.06M Buy
2,976
+446
+18% +$155K 0.33% 41
2025
Q1
$887K Buy
2,530
+269
+12% +$91K 0.33% 38
2024
Q4
$715K Buy
2,261
+56
+3% +$16.8K 0.27% 44
2024
Q3
$680K Buy
2,205
+52
+2% +$14.1K 0.24% 48
2024
Q2
$570K Buy
2,153
+179
+9% +$49.1K 0.24% 44
2024
Q1
$554K Buy
1,974
+414
+27% +$114K 0.25% 42
2023
Q4
$432K Buy
1,560
+34
+2% +$8.38K 0.21% 42
2023
Q3
$373K Buy
1,526
+160
+12% +$38.5K 0.24% 45
2023
Q2
$324K Buy
1,366
+3
+0.2% +$687 0.22% 41
2023
Q1
$315K Buy
+1,363
New +$303K 0.23% 38

Other funds holding V