Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.9K Sell
69
-20
-22% -$2.63K ﹤0.01% 3206
2025
Q4
$11.8K Buy
89
+66
+287% +$8.63K ﹤0.01% 2970
2025
Q3
$2.88K Buy
+23
New +$2.88K ﹤0.01% 3542
2025
Q2
Hold
0
3109
2025
Q1
Hold
0
3544
2024
Q4
Hold
0
3544
2023
Q1
Sell
-111
Closed -$8K 4074
2022
Q4
$8K Hold
111
﹤0.01% 3539
2022
Q3
$8K Buy
111
+37
+50% +$3.22K ﹤0.01% 3788
2022
Q2
$6K Hold
74
﹤0.01% 3700
2022
Q1
$6K Buy
74
+57
+335% +$4.91K ﹤0.01% 3700
2021
Q4
$3K Buy
17
+4
+31% +$354 ﹤0.01% 2678
2021
Q3
$3K Hold
13
﹤0.01% 2736
2021
Q2
$1K Sell
13
-3
-19% -$225 ﹤0.01% 2922
2021
Q1
$1K Hold
16
﹤0.01% 2853
2020
Q4
$1K Sell
16
-22
-58% -$1.49K ﹤0.01% 2791
2020
Q3
$3K Hold
38
﹤0.01% 2378
2020
Q2
$2K Buy
38
+12
+46% +$561 ﹤0.01% 2408
2020
Q1
$1K Hold
26
﹤0.01% 2572
2019
Q4
$2K Hold
26
﹤0.01% 2531
2019
Q3
$2K Buy
+26
New +$1.67K ﹤0.01% 2711
2019
Q1
$2K Buy
32
+26
+433% +$1.4K ﹤0.01% 2097
2018
Q4
$0 Hold
6
﹤0.01% 3762
2018
Q3
$0 Hold
6
﹤0.01% 3953
2018
Q2
$0 Hold
6
﹤0.01% 4002
2018
Q1
$0 Hold
6
﹤0.01% 3806
2017
Q4
$0 Sell
6
-72
-92% -$3.89K ﹤0.01% 4007
2017
Q3
$4K Buy
78
+6
+8% +$288 ﹤0.01% 3524
2017
Q2
$3K Hold
72
﹤0.01% 3633
2017
Q1
$3K Sell
72
-8
-10% -$382 ﹤0.01% 3545
2016
Q4
$4K Hold
80
﹤0.01% 3411
2016
Q3
$3K Buy
80
+23
+40% +$857 ﹤0.01% 3464
2016
Q2
$2K Buy
57
+25
+78% +$933 ﹤0.01% 3484
2016
Q1
$2K Sell
32
-18
-36% -$629 ﹤0.01% 2096
2015
Q4
$2K Buy
+50
New +$1.68K ﹤0.01% 3351

Other funds holding NNI