Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$448K Buy
9,563
+726
+8% +$38.9K 0.02% 706
2026
Q1
$500K Buy
8,837
+1,120
+15% +$50.2K 0.02% 564
2025
Q4
$293K Buy
7,717
+1,159
+18% +$42.6K 0.01% 780
2025
Q3
$229K Buy
6,558
+1,689
+35% +$58.3K 0.01% 881
2025
Q2
$158K Buy
4,869
+1,493
+44% +$44.3K 0.01% 1075
2025
Q1
$104K Buy
3,376
+1,467
+77% +$42.8K 0.01% 1218
2024
Q4
$52.2K Sell
1,909
-1,166
-38% -$34.2K ﹤0.01% 1618
2024
Q3
$93.2K Buy
3,075
+633
+26% +$19.8K 0.01% 1054
2024
Q2
$75.2K Buy
2,442
+404
+20% +$12.8K 0.01% 931
2024
Q1
$64.6K Sell
2,038
-1,241
-38% -$39.3K 0.01% 867
2023
Q4
$105K Buy
+3,279
New +$107K 0.03% 529

Other funds holding E