Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.28M Sell
4,226
-873
-17% -$281K 0.26% 83
2025
Q4
$1.79M Buy
5,099
+1,933
+61% +$659K 0.36% 65
2025
Q3
$1.08M Sell
3,166
-100
-3% -$34.6K 0.22% 86
2025
Q2
$1.16M Sell
3,266
-750
-19% -$261K 0.25% 78
2025
Q1
$1.41M Buy
4,016
+13
+0.3% +$4.4K 0.27% 77
2024
Q4
$1.27M Buy
4,003
+30
+0.8% +$9.02K 0.24% 78
2024
Q3
$1.09M Sell
3,973
-220
-5% -$59.5K 0.2% 88
2024
Q2
$1.1M Buy
4,193
+269
+7% +$73.7K 0.22% 85
2024
Q1
$1.1M Sell
3,924
-3
-0.1% -$828 0.21% 85
2023
Q4
$1.02M Sell
3,927
-23
-0.6% -$5.67K 0.21% 84
2023
Q3
$914K Sell
3,950
-5
-0.1% -$1.2K 0.2% 88
2023
Q2
$949K Sell
3,955
-27
-0.7% -$6.18K 0.2% 84
2023
Q1
$898K Sell
3,982
-40
-1% -$8.9K 0.2% 89
2022
Q4
$836K Sell
4,022
-72
-2% -$14.5K 0.19% 94
2022
Q3
$727K Sell
4,094
-78
-2% -$15.9K 0.17% 95
2022
Q2
$821K Hold
4,172
0.18% 94
2022
Q1
$925K Sell
4,172
-31
-0.7% -$6.71K 0.18% 91
2021
Q4
$911K Sell
4,203
-140
-3% -$30.1K 0.16% 96
2021
Q3
$967K Buy
4,343
+419
+11% +$98.3K 0.18% 92
2021
Q2
$917K Buy
3,924
+75
+2% +$17.1K 0.17% 97
2021
Q1
$814K Buy
3,849
+374
+11% +$78.7K 0.17% 95
2020
Q4
$760K Buy
3,475
+1,770
+104% +$362K 0.16% 96
2020
Q3
$341K Buy
1,705
+141
+9% +$28.2K 0.1% 131
2020
Q2
$302K Buy
1,564
+129
+9% +$23.6K 0.1% 133
2020
Q1
$231K Sell
1,435
-169
-11% -$31.8K 0.09% 142
2019
Q4
$301K Sell
1,604
-800
-33% -$144K 0.09% 153
2019
Q3
$414K Sell
2,404
-293
-11% -$52.2K 0.13% 117
2019
Q2
$468K Buy
2,697
+200
+8% +$32.7K 0.13% 110
2019
Q1
$390K Sell
2,497
-2,497
-50% -$360K 0.11% 129
2018
Q4
$659K Buy
4,994
+2,497
+100% +$345K 0.1% 133
2018
Q3
$375K Hold
2,497
0.11% 120
2018
Q2
$331K Buy
2,497
+130
+5% +$16.7K 0.1% 125
2018
Q1
$283K Hold
2,367
0.09% 129
2017
Q4
$270K Hold
2,367
0.08% 133
2017
Q3
$260K Buy
2,367
+105
+5% +$10.6K 0.08% 136
2017
Q2
$212K Buy
+2,262
New +$210K 0.07% 141

Other funds holding V