Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-672
Closed -$1.28K 2232
2025
Q2
$1.28K Buy
672
+378
+129% +$577 ﹤0.01% 1985
2025
Q1
$465 Buy
+294
New +$816 ﹤0.01% 2027
2024
Q2
Sell
-647
Closed -$2.19K 2137
2024
Q1
$2.19K Buy
+647
New +$2.24K ﹤0.01% 1913
2023
Q4
Sell
-1,243
Closed -$2.57K 2210
2023
Q3
$2.57K Buy
1,243
+169
+16% +$388 ﹤0.01% 1945
2023
Q2
$2.43K Hold
1,074
﹤0.01% 1984
2023
Q1
$2.47K Sell
1,074
-131
-11% -$349 ﹤0.01% 1992
2022
Q4
$3.02K Sell
1,205
-550
-31% -$1.14K ﹤0.01% 1976
2022
Q3
$3K Buy
+1,755
New +$4K ﹤0.01% 1945
2022
Q1
Sell
-1,054
Closed -$4K 2318
2021
Q4
$4K Sell
1,054
-980
-48% -$3.73K ﹤0.01% 2017
2021
Q3
$8K Sell
2,034
-639
-24% -$2.96K ﹤0.01% 2009
2021
Q2
$15K Buy
2,673
+369
+16% +$1.86K ﹤0.01% 1949
2021
Q1
$11K Buy
2,304
+836
+57% +$4.14K ﹤0.01% 1997
2020
Q4
$6K Buy
1,468
+577
+65% +$2.57K ﹤0.01% 2038
2020
Q3
$4K Buy
+891
New +$3.76K ﹤0.01% 2057
2019
Q4
Sell
-340,549
Closed -$1.16M 2309
2019
Q3
$1.16M Buy
+340,549
New +$1.51M ﹤0.01% 1229
2017
Q3
Sell
-50,258
Closed -$1M 2195
2017
Q2
$1M Buy
50,258
+2,544
+5% +$43.9K ﹤0.01% 1197
2017
Q1
$738K Buy
47,714
+43,902
+1,152% +$609K ﹤0.01% 1252
2016
Q4
$48K Buy
+3,812
New +$42.9K ﹤0.01% 1677

Other funds holding TRUE