Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$66.1K Buy
546
+22
+4% +$2.74K ﹤0.01% 2095
2025
Q4
$60K Buy
524
+202
+63% +$21.6K ﹤0.01% 2084
2025
Q3
$32.4K Buy
322
+40
+14% +$4.15K ﹤0.01% 2311
2025
Q2
$29.8K Buy
282
+263
+1,384% +$23.1K ﹤0.01% 2323
2025
Q1
$5.56K Sell
19
-11
-37% -$1.04K ﹤0.01% 2795
2024
Q4
$7.03K Sell
30
-239
-89% -$23.8K ﹤0.01% 2676
2024
Q3
$29.4K Buy
269
+196
+268% +$22.3K ﹤0.01% 1976
2024
Q2
$8.34K Buy
73
+1
+1% +$128 ﹤0.01% 2405
2024
Q1
$10.4K Buy
72
+11
+18% +$1.5K ﹤0.01% 2219
2023
Q4
$8.61K Sell
61
-120
-66% -$16.1K ﹤0.01% 2245
2023
Q3
$24.3K Buy
181
+25
+16% +$3.62K ﹤0.01% 1843
2023
Q2
$22.4K Buy
156
+2
+1% +$264 ﹤0.01% 1948
2023
Q1
$6.43K Sell
154
-378
-71% -$52.2K ﹤0.01% 2472
2022
Q4
$35K Sell
532
-13
-2% -$1.72K ﹤0.01% 2487
2022
Q3
$39K Buy
545
+122
+29% +$16.9K ﹤0.01% 2562
2022
Q2
$37K Hold
423
﹤0.01% 2375
2022
Q1
$37K Buy
423
+257
+155% +$41.8K ﹤0.01% 2375
2021
Q4
$31K Hold
166
﹤0.01% 1751
2021
Q3
$27K Hold
166
﹤0.01% 1859
2021
Q2
$30K Buy
166
+4
+2% +$740 ﹤0.01% 1749
2021
Q1
$30K Hold
162
﹤0.01% 1669
2020
Q4
$26K Hold
162
﹤0.01% 1700
2020
Q3
$17K Hold
162
﹤0.01% 1710
2020
Q2
$17K Sell
162
-52
-24% -$5.18K ﹤0.01% 1611
2020
Q1
$21K Buy
214
+90
+73% +$10.4K ﹤0.01% 1464
2019
Q4
$17K Buy
124
+86
+226% +$10.7K ﹤0.01% 1693
2019
Q3
$4K Buy
+38
New +$4.62K ﹤0.01% 2441
2019
Q1
Sell
-317
Closed -$39K 2946
2018
Q4
$39K Sell
317
-740
-70% -$98.9K ﹤0.01% 1750
2018
Q3
$153K Sell
1,057
-79
-7% -$13.5K 0.01% 1231
2018
Q2
$211K Sell
1,136
-413
-27% -$80.8K 0.01% 1034
2018
Q1
$274K Hold
1,549
0.01% 859
2017
Q4
$274K Buy
1,549
+185
+14% +$32.5K 0.01% 861
2017
Q3
$236K Buy
1,364
+250
+22% +$37.8K 0.01% 1049
2017
Q2
$158K Sell
1,114
-279
-20% -$39.5K 0.01% 1263
2017
Q1
$197K Buy
1,393
+25
+2% +$3.55K 0.01% 1123
2016
Q4
$181K Buy
1,368
+238
+21% +$29.9K 0.01% 1108
2016
Q3
$137K Sell
1,130
-46
-4% -$5.24K 0.01% 1185
2016
Q2
$120K Buy
+1,176
New +$132K 0.01% 1232
2016
Q1
Sell
-1,806
Closed -$222K 2937
2015
Q4
$222K Buy
+1,806
New +$220K 0.01% 791

Other funds holding LEA