Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$261K Buy
761
+29
+4% +$9.31K 0.08% 140
2026
Q1
$221K Buy
732
+18
+3% +$5.79K 0.08% 128
2025
Q4
$250K Sell
714
-96
-12% -$32.7K 0.09% 120
2025
Q3
$277K Sell
810
-6,586
-89% -$2.28M 0.1% 119
2025
Q2
$2.63M Buy
7,396
+6,754
+1,052% +$2.35M 1.04% 35
2025
Q1
$225K Buy
642
+9
+1% +$3.04K 0.1% 119
2024
Q4
$200K Buy
+633
New +$190K 0.08% 118
2021
Q4
Sell
-2,455
Closed -$547K 121
2021
Q3
$547K Buy
2,455
+26
+1% +$6.1K 0.3% 80
2021
Q2
$568K Buy
2,429
+43
+2% +$9.83K 0.3% 81
2021
Q1
$505K Buy
2,386
+277
+13% +$58.3K 0.29% 84
2020
Q4
$461K Sell
2,109
-20
-0.9% -$4.09K 0.28% 78
2020
Q3
$426K Buy
+2,129
New +$425K 0.31% 67
2020
Q2
Sell
-613
Closed -$98K 198
2020
Q1
$98K Sell
613
-3,813
-86% -$718K 0.17% 62
2019
Q4
$831K Buy
4,426
+217
+5% +$39.1K 0.48% 55
2019
Q3
$724K Buy
4,209
+3,728
+775% +$664K 0.43% 52
2019
Q2
$83K Hold
481
0.05% 111
2019
Q1
$75K Sell
481
-38
-7% -$5.48K 0.05% 110
2018
Q4
$68K Buy
519
+240
+86% +$33.1K 0.06% 87
2018
Q3
$42K Hold
279
0.03% 133
2018
Q2
$37K Hold
279
0.03% 132
2018
Q1
$33K Hold
279
0.03% 134
2017
Q4
$32K Buy
+279
New +$30.8K 0.02% 145

Other funds holding V