Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$233K Sell
3,878
-739
-16% -$44.9K ﹤0.01% 1596
2025
Q4
$301K Sell
4,617
-16,692
-78% -$1.15M ﹤0.01% 1565
2025
Q3
$1.54M Buy
21,309
+15,640
+276% +$1.17M 0.02% 824
2025
Q2
$385K Buy
+5,669
New +$330K ﹤0.01% 1323
2024
Q4
Sell
-32,735
Closed -$2.2M 2082
2024
Q3
$2.2M Buy
+32,735
New +$2.11M 0.05% 480
2024
Q2
Sell
-8,002
Closed -$677K 2358
2024
Q1
$677K Buy
+8,002
New +$579K 0.02% 1019
2023
Q4
Sell
-61,354
Closed -$2.72M 2336
2023
Q3
$2.72M Buy
61,354
+56,623
+1,197% +$3.51M 0.1% 270
2023
Q2
$315K Buy
+4,731
New +$296K 0.01% 1277
2023
Q1
Sell
-10,499
Closed -$660K 2131
2022
Q4
$660K Sell
10,499
-47,001
-82% -$2.9M 0.03% 665
2022
Q3
$3.16M Sell
57,500
-25,312
-31% -$1.79M 0.12% 242
2022
Q2
$5.09M Buy
+82,812
New +$7.57M 0.22% 78
2020
Q4
Sell
-7,373
Closed -$1.2M 1216
2020
Q3
$1.2M Buy
+7,373
New +$1.04M 0.24% 83

Other funds holding XYZ