Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$55.8K Hold
694
﹤0.01% 661
2025
Q4
$59.9K Buy
694
+6
+0.9% +$505 ﹤0.01% 660
2025
Q3
$56.8K Hold
688
﹤0.01% 662
2025
Q2
$53.7K Buy
688
+3
+0.4% +$232 ﹤0.01% 639
2025
Q1
$50.5K Hold
685
﹤0.01% 641
2024
Q4
$55.9K Buy
685
+4
+0.6% +$314 ﹤0.01% 626
2024
Q3
$47.5K Hold
681
﹤0.01% 638
2024
Q2
$40.3K Buy
681
+7
+1% +$430 ﹤0.01% 634
2024
Q1
$44.1K Hold
674
﹤0.01% 617
2023
Q4
$48.5K Buy
674
+2
+0.3% +$132 ﹤0.01% 606
2023
Q3
$47K Hold
672
﹤0.01% 587
2023
Q2
$45.6K Buy
672
+2
+0.3% +$134 ﹤0.01% 593
2023
Q1
$49.5K Hold
670
﹤0.01% 568
2022
Q4
$45.4K Sell
670
-15
-2% -$1.14K ﹤0.01% 568
2022
Q3
$50K Sell
685
-51
-7% -$4.86K ﹤0.01% 576
2022
Q2
$79K Buy
736
+1
+0.1% +$105 ﹤0.01% 510
2022
Q1
$86K Sell
735
-69
-9% -$9.38K ﹤0.01% 521
2021
Q4
$148K Buy
804
+69
+9% +$16.2K ﹤0.01% 438
2021
Q3
$192K Sell
735
-70
-9% -$23.6K ﹤0.01% 392
2021
Q2
$312K Sell
805
-411
-34% -$137K 0.01% 332
2021
Q1
$391K Buy
1,216
+70
+6% +$25.8K 0.01% 294
2020
Q4
$387K Sell
1,146
-219
-16% -$97.6K 0.01% 295
2020
Q3
$642K Buy
1,365
+465
+52% +$149K 0.02% 230
2020
Q2
$228K Buy
900
+240
+36% +$43.2K 0.01% 323
2020
Q1
$96K Buy
660
+50
+8% +$4.93K ﹤0.01% 409
2019
Q4
$42K Buy
610
+10
+2% +$688 ﹤0.01% 616
2019
Q3
$46K Hold
600
﹤0.01% 608
2019
Q2
$53K Buy
+600
New +$49.4K ﹤0.01% 590

Other funds holding ZM