Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-27
Closed -$1.02K 4244
2025
Q4
$1.02K Buy
+27
New +$992 ﹤0.01% 2280
2024
Q4
Sell
-123
Closed -$3.73K 4196
2024
Q3
$3.73K Sell
123
-330
-73% -$10.3K ﹤0.01% 2072
2024
Q2
$13.9K Buy
453
+353
+353% +$11.2K ﹤0.01% 1571
2024
Q1
$3.17K Buy
100
+54
+117% +$1.71K ﹤0.01% 2029
2023
Q4
$1.56K Sell
46
-150
-77% -$4.88K ﹤0.01% 2122
2023
Q3
$6.26K Buy
196
+120
+158% +$3.7K ﹤0.01% 1730
2023
Q2
$2.19K Buy
76
+30
+65% +$870 ﹤0.01% 2014
2023
Q1
$1.29K Sell
46
-374
-89% -$11K ﹤0.01% 1991
2022
Q4
$12K Buy
+420
New +$11.3K ﹤0.01% 1439
2020
Q3
Sell
-993
Closed -$19K 1589
2020
Q2
$19K Sell
993
-1,012
-50% -$19.5K ﹤0.01% 1045
2020
Q1
$40K Sell
2,005
-664
-25% -$16.8K ﹤0.01% 848
2019
Q4
$83K Buy
2,669
+1,256
+89% +$38.5K ﹤0.01% 762
2019
Q3
$43K Buy
1,413
+13
+0.9% +$402 ﹤0.01% 882
2019
Q2
$46K Sell
1,400
-1
-0.1% -$33 ﹤0.01% 872
2019
Q1
$49K Sell
1,401
-724
-34% -$24.6K ﹤0.01% 856
2018
Q4
$67K Buy
2,125
+15
+0.7% +$509 ﹤0.01% 760
2018
Q3
$79K Buy
2,110
+1,291
+158% +$48.6K ﹤0.01% 796
2018
Q2
$30K Buy
+819
New +$30.7K ﹤0.01% 1109
2014
Q1
Sell
-1,884
Closed -$91K 1280
2013
Q4
$91K Hold
1,884
﹤0.01% 929
2013
Q3
$87K Hold
1,884
﹤0.01% 916
2013
Q2
$77K Buy
+1,884
New +$86.4K ﹤0.01% 942

Other funds holding E