Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$36.2K Sell
724
-2,492
-77% -$153K ﹤0.01% 2430
2025
Q4
$243K Buy
3,216
+482
+18% +$39.3K 0.01% 1267
2025
Q3
$231K Sell
2,734
-212
-7% -$17.8K 0.01% 1214
2025
Q2
$248K Buy
2,946
+523
+22% +$44.2K 0.01% 1164
2025
Q1
$216K Buy
2,423
+450
+23% +$46.7K 0.01% 1137
2024
Q4
$195K Buy
1,973
+11
+0.6% +$1.02K 0.01% 1133
2024
Q3
$151K Buy
1,962
+780
+66% +$76.9K 0.01% 1224
2024
Q2
$135K Buy
1,182
+923
+356% +$96.9K 0.01% 1228
2024
Q1
$26K Sell
259
-1,116
-81% -$129K ﹤0.01% 1857
2023
Q4
$155K Sell
1,375
-565
-29% -$50.2K 0.01% 1075
2023
Q3
$158K Hold
1,940
0.01% 1072
2023
Q2
$124K Buy
+1,940
New +$122K 0.01% 1221
2023
Q1
Sell
-7
Closed -$1K 3704
2022
Q4
$1K Sell
7
-160
-96% -$9.59K ﹤0.01% 4332
2022
Q3
$11K Buy
167
+146
+695% +$11.6K ﹤0.01% 3569
2022
Q2
$2K Hold
21
﹤0.01% 4111
2022
Q1
$2K Sell
21
-101
-83% -$9.03K ﹤0.01% 4109
2021
Q4
$16K Buy
122
+117
+2,340% +$17.7K ﹤0.01% 2040
2021
Q3
$1K Buy
+5
New +$769 ﹤0.01% 3015
2021
Q2
Hold
0
3490
2021
Q1
Sell
-833
Closed -$118K 3413
2020
Q4
$122K Sell
833
-7
-0.8% -$860 ﹤0.01% 1037
2020
Q3
$91K Buy
840
+791
+1,614% +$77.6K 0.01% 1042
2020
Q2
$4K Buy
49
+32
+188% +$2.34K ﹤0.01% 2159
2020
Q1
$1K Sell
17
-60
-78% -$3.88K ﹤0.01% 2520
2019
Q4
$5K Hold
77
﹤0.01% 2165
2019
Q3
$6K Buy
+77
New +$6.84K ﹤0.01% 2277

Other funds holding ESTC