Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-12,966
Closed -$271K 191
2025
Q2
$271K Sell
12,966
-657
-5% -$14.9K 0.08% 143
2025
Q1
$327K Sell
13,623
-98
-0.7% -$2.17K 0.11% 117
2024
Q4
$293K Sell
13,721
-620
-4% -$14.1K 0.09% 135
2024
Q3
$332K Sell
14,341
-380
-3% -$7.87K 0.09% 139
2024
Q2
$268K Sell
14,721
-4,047
-22% -$78.4K 0.07% 161
2024
Q1
$403K Sell
18,768
-6,623
-26% -$134K 0.06% 235
2023
Q4
$547K Buy
25,391
+4,680
+23% +$93.7K 0.04% 368
2023
Q3
$416K Buy
+20,711
New +$479K 0.03% 396

Other funds holding KVUE