Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$576K Buy
123,309
+94,256
+324% +$527K 0.01% 1172
2025
Q4
$217K Buy
+29,053
New +$222K ﹤0.01% 1706
2025
Q1
Sell
-42,853
Closed -$400K 1870
2024
Q4
$400K Sell
42,853
-8,909
-17% -$99.8K 0.01% 1184
2024
Q3
$676K Buy
+51,762
New +$693K 0.01% 984
2024
Q2
Sell
-41,000
Closed -$536K 2096
2024
Q1
$536K Sell
41,000
-1,300
-3% -$17.2K 0.01% 1144
2023
Q4
$560K Sell
42,300
-31,622
-43% -$401K 0.02% 995
2023
Q3
$954K Buy
73,922
+50,948
+222% +$694K 0.04% 691
2023
Q2
$331K Sell
22,974
-16,304
-42% -$226K 0.01% 1257
2023
Q1
$518K Buy
+39,278
New +$434K 0.02% 880
2022
Q2
Sell
-86,556
Closed -$788K 1876
2022
Q1
$788K Buy
86,556
+58,009
+203% +$611K 0.03% 618
2021
Q4
$317K Buy
+28,547
New +$353K 0.02% 862

Other funds holding NABL