Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$652K Sell
34,112
-474
-1% -$8.35K 0.02% 149
2026
Q1
$596K Sell
34,586
-3,993
-10% -$71.1K 0.03% 151
2025
Q4
$665K Buy
38,579
+10,557
+38% +$173K 0.05% 119
2025
Q3
$455K Buy
28,022
+1,848
+7% +$37.7K 0.04% 154
2025
Q2
$548K Sell
26,174
-26,299
-50% -$598K 0.06% 117
2025
Q1
$1.2M Buy
52,473
+28,651
+120% +$634K 0.14% 44
2024
Q4
$509K Buy
23,822
+170
+0.7% +$3.85K 0.06% 77
2024
Q3
$547K Buy
23,652
+1,748
+8% +$36.2K 0.07% 58
2024
Q2
$398K Buy
21,904
+1,668
+8% +$32.3K 0.06% 102
2024
Q1
$434K Buy
20,236
+3,452
+21% +$70.1K 0.09% 91
2023
Q4
$361K Buy
+16,784
New +$336K 0.21% 81

Other funds holding KVUE