Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$167K Hold
2,078
﹤0.01% 179
2025
Q4
$179K Sell
2,078
-190
-8% -$16K ﹤0.01% 187
2025
Q3
$187K Sell
2,268
-5,965
-72% -$465K 0.01% 179
2025
Q2
$642K Buy
8,233
+298
+4% +$23K 0.02% 143
2025
Q1
$585K Buy
7,935
+1,198
+18% +$95.5K 0.02% 147
2024
Q4
$550K Sell
6,737
-384
-5% -$30.2K 0.02% 144
2024
Q3
$497K Buy
7,121
+131
+2% +$8.19K 0.02% 125
2024
Q2
$414K Buy
6,990
+1,082
+18% +$66.5K 0.02% 127
2024
Q1
$386K Sell
5,908
-319
-5% -$21.3K 0.02% 92
2023
Q4
$448K Buy
6,227
+4,002
+180% +$265K 0.01% 136
2023
Q3
$156K Sell
2,225
-2,931
-57% -$203K 0.01% 169
2023
Q2
$350K Buy
5,156
+1,419
+38% +$94.9K 0.02% 151
2023
Q1
$276K Buy
3,737
+878
+31% +$63.3K 0.01% 150
2022
Q4
$194K Buy
2,859
+507
+22% +$38.5K 0.01% 213
2022
Q3
$173K Buy
2,352
+303
+15% +$28.8K 0.01% 243
2022
Q2
$221K Sell
2,049
-2,631
-56% -$277K 0.01% 203
2022
Q1
$549K Buy
4,680
+836
+22% +$114K 0.02% 163
2021
Q4
$708K Sell
3,844
-53
-1% -$12.5K 0.02% 121
2021
Q3
$1.02M Sell
3,897
-177
-4% -$59.7K 0.05% 120
2021
Q2
$1.58M Buy
4,074
+506
+14% +$169K 0.08% 99
2021
Q1
$1.15M Sell
3,568
-286
-7% -$105K 0.08% 105
2020
Q4
$1.3M Buy
3,854
+1,029
+36% +$459K 0.06% 118
2020
Q3
$1.33M Buy
+2,825
New +$903K 0.07% 109

Other funds holding ZM