Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$43.1K Buy
1,475
+1,250
+556% +$38K ﹤0.01% 2334
2025
Q4
$6.96K Buy
225
+118
+110% +$3.47K ﹤0.01% 3247
2025
Q3
$3.21K Sell
107
-43
-29% -$1.52K ﹤0.01% 3489
2025
Q2
$6.17K Sell
150
-241
-62% -$10.1K ﹤0.01% 3223
2025
Q1
$19.1K Hold
391
﹤0.01% 2300
2024
Q4
$22.2K Buy
391
+11
+3% +$639 ﹤0.01% 2198
2024
Q3
$23.4K Buy
380
+333
+709% +$21.3K ﹤0.01% 2086
2024
Q2
$2.92K Hold
47
﹤0.01% 2735
2024
Q1
$3.31K Sell
47
-47
-50% -$3.21K ﹤0.01% 2567
2023
Q4
$6.35K Buy
94
+47
+100% +$3K ﹤0.01% 2340
2023
Q3
$2.8K Sell
47
-10
-18% -$609 ﹤0.01% 2726
2023
Q2
$3.57K Hold
57
﹤0.01% 2660
2023
Q1
$1.85K Sell
57
-1,346
-96% -$80K ﹤0.01% 2920
2022
Q4
$80K Sell
1,403
-15
-1% -$866 ﹤0.01% 1899
2022
Q3
$82K Buy
1,418
+331
+30% +$19.7K ﹤0.01% 1996
2022
Q2
$69K Hold
1,087
﹤0.01% 1934
2022
Q1
$69K Buy
1,087
+720
+196% +$51.3K ﹤0.01% 1934
2021
Q4
$30K Buy
367
+301
+456% +$21.6K ﹤0.01% 1768
2021
Q3
$4K Hold
66
﹤0.01% 2641
2021
Q2
$4K Sell
66
-47
-42% -$2.78K ﹤0.01% 2553
2021
Q1
$6K Sell
113
-1,512
-93% -$73.2K ﹤0.01% 2348
2020
Q4
$69K Hold
1,625
﹤0.01% 1309
2020
Q3
$53K Sell
1,625
-20
-1% -$640 ﹤0.01% 1266
2020
Q2
$46K Sell
1,645
-31
-2% -$902 ﹤0.01% 1256
2020
Q1
$44K Buy
1,676
+1,362
+434% +$45.2K ﹤0.01% 1179
2019
Q4
$13K Sell
314
-19
-6% -$751 ﹤0.01% 1797
2019
Q3
$12K Buy
+333
New +$11.5K ﹤0.01% 1985
2019
Q1
Sell
-366
Closed -$11K 2918
2018
Q4
$11K Buy
366
+77
+27% +$2.48K ﹤0.01% 2454
2018
Q3
$11K Sell
289
-235
-45% -$9.25K ﹤0.01% 2797
2018
Q2
$18K Buy
524
+173
+49% +$5.46K ﹤0.01% 2528
2018
Q1
$9K Hold
351
﹤0.01% 2848
2017
Q4
$9K Buy
351
+184
+110% +$4.33K ﹤0.01% 2893
2017
Q3
$3K Buy
+167
New +$3.1K ﹤0.01% 3623

Other funds holding KFRC