Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$334K Sell
1,104
-90
-8% -$28.9K 0.06% 84
2025
Q4
$419K Hold
1,194
0.07% 68
2025
Q3
$408K Hold
1,194
0.07% 70
2025
Q2
$424K Buy
1,194
+300
+34% +$105K 0.17% 70
2025
Q1
$313K Sell
894
-139
-13% -$47K 0.14% 83
2024
Q4
$326K Buy
1,033
+139
+16% +$41.8K 0.14% 91
2024
Q3
$246K Sell
894
-29
-3% -$7.84K 0.12% 99
2024
Q2
$242K Buy
923
+29
+3% +$7.95K 0.13% 75
2024
Q1
$249K Buy
+894
New +$247K 0.15% 69
2023
Q4
Sell
-2,764
Closed -$636K 136
2023
Q3
$636K Buy
2,764
+92
+3% +$22.1K 0.23% 84
2023
Q2
$635K Sell
2,672
-588
-18% -$135K 0.2% 90
2023
Q1
$743K Sell
3,260
-22
-0.7% -$4.9K 0.17% 105
2022
Q4
$681K Buy
3,282
+1,348
+70% +$272K 0.27% 97
2022
Q3
$401K Sell
1,934
-391
-17% -$79.6K 0.22% 108
2022
Q2
$485K Buy
2,325
+30
+1% +$6.2K 0.24% 130
2022
Q1
$509K Buy
2,295
+152
+7% +$32.9K 0.22% 146
2021
Q4
$464K Buy
2,143
+2
+0.1% +$429 0.21% 124
2021
Q3
$477K Buy
2,141
+37
+2% +$8.68K 0.24% 117
2021
Q2
$492K Buy
2,104
+425
+25% +$97.2K 0.25% 111
2021
Q1
$355K Sell
1,679
-358
-18% -$75.4K 0.2% 105
2020
Q4
$446K Buy
2,037
+12
+0.6% +$2.46K 0.32% 76
2020
Q3
$405K Sell
2,025
-462
-19% -$92.3K 0.19% 74
2020
Q2
$480K Buy
2,487
+151
+6% +$27.6K 0.35% 55
2020
Q1
$376K Sell
2,336
-782
-25% -$147K 0.44% 53
2019
Q4
$586K Buy
3,118
+64
+2% +$11.5K 0.5% 48
2019
Q3
$525K Buy
3,054
+501
+20% +$89.2K 0.44% 52
2019
Q2
$443K Buy
2,553
+700
+38% +$115K 0.37% 56
2019
Q1
$289K Hold
1,853
0.25% 53
2018
Q4
$244K Buy
+1,853
New +$256K 0.28% 51

Other funds holding V