Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.9K Sell
31
-7
-18% -$2.55K ﹤0.01% 1847
2025
Q4
$12.4K Buy
38
+12
+46% +$3.63K ﹤0.01% 1734
2025
Q3
$7.78K Sell
26
-2
-7% -$603 ﹤0.01% 1896
2025
Q2
$7.67K Sell
28
-2
-7% -$570 ﹤0.01% 1870
2025
Q1
$10.5K Sell
30
-64
-68% -$27.8K ﹤0.01% 1745
2024
Q4
$42.8K Buy
94
+70
+292% +$34.6K ﹤0.01% 1270
2024
Q3
$10.5K Sell
24
-63
-72% -$26.7K ﹤0.01% 1741
2024
Q2
$41.3K Sell
87
-109
-56% -$50.8K ﹤0.01% 1194
2024
Q1
$115K Buy
196
+120
+158% +$62.8K ﹤0.01% 852
2023
Q4
$33.3K Buy
76
+40
+111% +$16.2K ﹤0.01% 1241
2023
Q3
$14.4K Hold
36
﹤0.01% 1461
2023
Q2
$12.3K Sell
36
-128
-78% -$37K ﹤0.01% 1506
2023
Q1
$44.6K Buy
164
+5
+3% +$1.33K ﹤0.01% 1042
2022
Q4
$33.3K Sell
159
-151
-49% -$32.9K ﹤0.01% 1114
2022
Q3
$59K Buy
310
+279
+900% +$59.1K ﹤0.01% 936
2022
Q2
$6K Buy
31
+5
+19% +$1K ﹤0.01% 1701
2022
Q1
$6K Sell
26
-1
-4% -$277 ﹤0.01% 1737
2021
Q4
$9K Buy
+27
New +$8.38K ﹤0.01% 1611
2018
Q1
Sell
-673
Closed -$48K 1686
2017
Q4
$48K Buy
673
+150
+29% +$9.62K ﹤0.01% 989
2017
Q3
$33K Buy
+523
New +$28.8K ﹤0.01% 1085
2016
Q2
Sell
-738
Closed -$33K 1686
2016
Q1
$33K Buy
+738
New +$18.2K ﹤0.01% 1228
2015
Q4
Sell
-356
Closed -$11K 1704
2015
Q3
$11K Sell
356
-176
-33% -$6.72K ﹤0.01% 1409
2015
Q2
$21K Sell
532
-206
-28% -$8.51K ﹤0.01% 1352
2015
Q1
$33K Buy
738
+146
+25% +$6.73K ﹤0.01% 1232
2014
Q4
$33K Buy
+592
New +$30.9K ﹤0.01% 1230

Other funds holding SAIA