Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$635K Buy
2,102
+9
+0.4% +$2.89K 0.12% 115
2025
Q4
$734K Buy
2,093
+19
+0.9% +$6.47K 0.11% 122
2025
Q3
$710K Buy
2,074
+69
+3% +$23.9K 0.11% 124
2025
Q2
$712K Sell
2,005
-148
-7% -$51.6K 0.11% 114
2025
Q1
$755K Buy
2,153
+345
+19% +$117K 0.13% 106
2024
Q4
$571K Sell
1,808
-12
-0.7% -$3.61K 0.1% 142
2024
Q3
$501K Buy
1,820
+20
+1% +$5.41K 0.09% 161
2024
Q2
$473K Buy
1,800
+17
+1% +$4.66K 0.09% 160
2024
Q1
$497K Sell
1,783
-52
-3% -$14.4K 0.1% 163
2023
Q4
$478K Buy
1,835
+135
+8% +$33.3K 0.1% 148
2023
Q3
$391K Sell
1,700
-247
-13% -$59.4K 0.09% 171
2023
Q2
$462K Sell
1,947
-468
-19% -$107K 0.1% 151
2023
Q1
$544K Sell
2,415
-1,699
-41% -$378K 0.13% 128
2022
Q4
$854K Sell
4,114
-274
-6% -$55.3K 0.3% 87
2022
Q3
$779K Sell
4,388
-33
-0.7% -$6.71K 0.31% 90
2022
Q2
$926K Sell
4,421
-330
-7% -$68.2K 0.31% 87
2022
Q1
$1.05M Buy
4,751
+1,841
+63% +$398K 0.32% 89
2021
Q4
$631K Buy
2,910
+215
+8% +$46.2K 0.19% 133
2021
Q3
$563K Sell
2,695
-528
-16% -$124K 0.17% 153
2021
Q2
$773K Sell
3,223
-770
-19% -$176K 0.24% 109
2021
Q1
$932K Sell
3,993
-708
-15% -$149K 0.3% 94
2020
Q4
$1.03M Buy
+4,701
New +$962K 0.39% 70

Other funds holding V