Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.86M Buy
140,854
+25,046
+22% +$1.12M ﹤0.01% 2906
2025
Q4
$4.39M Buy
115,808
+46,454
+67% +$1.71M ﹤0.01% 3434
2025
Q3
$2.42M Buy
69,354
+24,006
+53% +$828K ﹤0.01% 3934
2025
Q2
$1.47M Buy
45,348
+17,133
+61% +$508K ﹤0.01% 4135
2025
Q1
$873K Buy
28,215
+7,182
+34% +$210K ﹤0.01% 4443
2024
Q4
$575K Sell
21,033
-9,941
-32% -$291K ﹤0.01% 4968
2024
Q3
$939K Buy
30,974
+22,768
+277% +$713K ﹤0.01% 4505
2024
Q2
$253K Buy
8,206
+2,111
+35% +$66.9K ﹤0.01% 5038
2024
Q1
$193K Sell
6,095
-36,988
-86% -$1.17M ﹤0.01% 5371
2023
Q4
$1.47M Buy
43,083
+4,617
+12% +$150K ﹤0.01% 4071
2023
Q3
$1.23M Buy
38,466
+16,237
+73% +$501K ﹤0.01% 3920
2023
Q2
$640K Buy
22,229
+4,259
+24% +$123K ﹤0.01% 4350
2023
Q1
$504K Buy
17,970
+4,478
+33% +$131K ﹤0.01% 4500
2022
Q4
$387K Buy
13,492
+7,739
+135% +$209K ﹤0.01% 4677
2022
Q3
$123K Buy
5,753
+1,653
+40% +$38.1K ﹤0.01% 5194
2022
Q2
$98K Buy
4,100
+2,549
+164% +$72.7K ﹤0.01% 5421
2022
Q1
$45K Sell
1,551
-154
-9% -$4.58K ﹤0.01% 5829
2021
Q4
$46K Buy
1,705
+276
+19% +$7.71K ﹤0.01% 5981
2021
Q3
$38K Sell
1,429
-147
-9% -$3.58K ﹤0.01% 5905
2021
Q2
$39K Buy
1,576
+284
+22% +$7.08K ﹤0.01% 5802
2021
Q1
$32K Sell
1,292
-47
-4% -$1.06K ﹤0.01% 5632
2020
Q4
$27K Sell
1,339
-968
-42% -$17.5K ﹤0.01% 5261
2020
Q3
$36K Sell
2,307
-409
-15% -$7.6K ﹤0.01% 5029
2020
Q2
$52K Buy
2,716
+1,889
+228% +$36.3K ﹤0.01% 4815
2020
Q1
$17K Buy
827
+377
+84% +$9.57K ﹤0.01% 4978
2019
Q4
$14K Buy
450
+45
+11% +$1.38K ﹤0.01% 5353
2019
Q3
$12K Sell
405
-443
-52% -$13.7K ﹤0.01% 5482
2019
Q2
$28K Sell
848
-2,522
-75% -$83.3K ﹤0.01% 5371
2019
Q1
$118K Buy
3,370
+1,798
+114% +$61K ﹤0.01% 4829
2018
Q4
$49K Buy
1,572
+64
+4% +$2.17K ﹤0.01% 5081
2018
Q3
$57K Sell
1,508
-223
-13% -$8.4K ﹤0.01% 5153
2018
Q2
$64K Buy
1,731
+376
+28% +$14.1K ﹤0.01% 4986
2018
Q1
$48K Sell
1,355
-2,740
-67% -$95.1K ﹤0.01% 4820
2017
Q4
$136K Buy
4,095
+3,723
+1,001% +$123K ﹤0.01% 4555
2017
Q3
$12K Buy
372
+30
+9% +$945 ﹤0.01% 4692
2017
Q2
$10K Sell
342
-94
-22% -$2.98K ﹤0.01% 4657
2017
Q1
$14K Buy
436
+136
+45% +$4.31K ﹤0.01% 4754
2016
Q4
$10K Buy
300
+62
+26% +$1.81K ﹤0.01% 4795
2016
Q3
$7K Sell
238
-39,744
-99% -$1.21M ﹤0.01% 4333
2016
Q2
$1.29M Buy
39,982
+3,592
+10% +$111K ﹤0.01% 3047
2016
Q1
$1.1M Sell
36,390
-4,623
-11% -$131K ﹤0.01% 3024
2015
Q4
$1.22M Sell
41,013
-78,667
-66% -$2.54M ﹤0.01% 3024
2015
Q3
$3.75M Buy
119,680
+87,526
+272% +$2.93M ﹤0.01% 2397
2015
Q2
$1.14M Buy
32,154
+10,962
+52% +$404K ﹤0.01% 3215
2015
Q1
$734K Sell
21,192
-4,749
-18% -$165K ﹤0.01% 3363
2014
Q4
$906K Sell
25,941
-268,714
-91% -$10.7M ﹤0.01% 3396
2014
Q3
$13.9M Sell
294,655
-744
-0.3% -$37.6K ﹤0.01% 1686
2014
Q2
$16.2M Sell
295,399
-121,292
-29% -$6.27M ﹤0.01% 1460
2014
Q1
$20.9M Sell
416,691
-46,703
-10% -$2.21M 0.01% 1288
2013
Q4
$22.5M Buy
463,394
+21,195
+5% +$1.01M 0.01% 1251
2013
Q3
$20.4M Buy
442,199
+21,078
+5% +$948K 0.01% 1319
2013
Q2
$17.3M Buy
+421,121
New +$19.3M 0.01% 1342

Other funds holding E