Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$611K Buy
2,020
+55
+3% +$17.7K 0.07% 92
2025
Q4
$689K Sell
1,965
-1,660
-46% -$566K 0.08% 93
2025
Q3
$1.24M Buy
3,625
+1,819
+101% +$630K 0.13% 89
2025
Q2
$641K Sell
1,806
-1,146
-39% -$399K 0.07% 93
2025
Q1
$1.03M Buy
2,952
+2,056
+229% +$696K 0.11% 84
2024
Q4
$283K Buy
+896
New +$269K 0.03% 104
2023
Q2
Sell
-1,855
Closed -$418K 121
2023
Q1
$418K Sell
1,855
-2,914
-61% -$649K 0.05% 94
2022
Q4
$991K Sell
4,769
-2,231
-32% -$450K 0.12% 59
2022
Q3
$1.26M Sell
7,000
-1,000
-13% -$203K 0.15% 59
2022
Q2
$1.49M Buy
+8,000
New +$1.65M 0.15% 66
2018
Q2
Sell
-1,800
Closed -$217K 116
2018
Q1
$217K Buy
+1,800
New +$218K 0.03% 102

Other funds holding V