Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$429K Sell
2,094
-4
-0.2% -$809 ﹤0.01% 1017
2025
Q4
$402K Buy
+2,098
New +$377K ﹤0.01% 1021
2025
Q1
$1.1M Buy
7,648
+5,650
+283% +$880K 0.01% 684
2024
Q4
$313K Hold
1,998
﹤0.01% 1087
2024
Q3
$291K Buy
1,998
+3
+0.2% +$407 ﹤0.01% 1103
2024
Q2
$247K Buy
1,995
+20
+1% +$2.42K ﹤0.01% 1112
2024
Q1
$237K Buy
1,975
+27
+1% +$3.07K ﹤0.01% 1124
2023
Q4
$224K Buy
+1,948
New +$205K ﹤0.01% 1119
2022
Q4
Sell
-3,877
Closed -$292K 1329
2022
Q3
$292K Buy
+3,877
New +$295K ﹤0.01% 970
2020
Q4
Sell
-615
Closed -$25K 2006
2020
Q3
$25K Sell
615
-145
-19% -$5.86K ﹤0.01% 1531
2020
Q2
$28K Buy
760
+531
+232% +$17.6K ﹤0.01% 1474
2020
Q1
$12K Hold
229
﹤0.01% 2350
2019
Q4
$12K Buy
229
+171
+295% +$8.9K ﹤0.01% 2350
2019
Q3
$3 Buy
58
+57
+5,700% +$2.98K ﹤0.01% 2785
2019
Q2
$0 Hold
1
﹤0.01% 3148
2019
Q1
$0 Sell
1
-99
-99% -$5.79K ﹤0.01% 3156
2018
Q4
$4 Buy
+100
New +$5.73K ﹤0.01% 2614
2018
Q2
Sell
-101
Closed -$8K 2241
2018
Q1
$8K Hold
101
﹤0.01% 2260
2017
Q4
$8K Hold
101
﹤0.01% 2260
2017
Q3
$8K Sell
101
-64
-39% -$4.84K ﹤0.01% 2246
2017
Q2
$12K Hold
165
﹤0.01% 2071
2017
Q1
$12K Buy
165
+65
+65% +$4.92K ﹤0.01% 2071
2016
Q4
$7K Hold
100
﹤0.01% 2178
2016
Q3
$6K Hold
100
﹤0.01% 2235
2016
Q2
$6K Buy
100
+32
+47% +$2.12K ﹤0.01% 2205
2016
Q1
$4K Buy
68
+9
+15% +$511 ﹤0.01% 2276
2015
Q4
$3K Buy
59
+10
+20% +$661 ﹤0.01% 2392
2015
Q3
$3K Buy
49
+30
+158% +$2.56K ﹤0.01% 2427
2015
Q2
$1K Buy
+19
New +$1.79K ﹤0.01% 2566
2015
Q1
Sell
-50
Closed -$4K 2523
2014
Q4
$4K Sell
50
-200
-80% -$17.8K ﹤0.01% 2337
2014
Q3
$21K Sell
250
-14
-5% -$1.26K ﹤0.01% 1947
2014
Q2
$22K Sell
264
-9
-3% -$754 ﹤0.01% 1852
2014
Q1
$20K Buy
273
+200
+274% +$14.8K ﹤0.01% 1890
2013
Q4
$5K Buy
+73
New +$4.84K ﹤0.01% 2122

Other funds holding R