Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$249K Sell
3,279
-935
-22% -$65.7K 0.01% 202
2026
Q1
$254K Buy
+4,214
New +$256K 0.01% 196
2025
Q4
Sell
-108
Closed -$7.8K 374
2025
Q3
$7.8K Sell
108
-37
-26% -$2.77K ﹤0.01% 315
2025
Q2
$9.85K Buy
+145
New +$8.44K ﹤0.01% 282
2025
Q1
Sell
-190
Closed -$16.1K 324
2024
Q4
$16.1K Sell
190
-122
-39% -$10K ﹤0.01% 203
2024
Q3
$20.9K Buy
312
+116
+59% +$7.49K ﹤0.01% 185
2024
Q2
$12.6K Sell
196
-27
-12% -$1.89K ﹤0.01% 235
2024
Q1
$18.9K Sell
223
-19
-8% -$1.37K ﹤0.01% 183
2023
Q4
$18.7K Buy
+242
New +$13.7K 0.01% 201

Other funds holding XYZ