Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$76.9K Hold
2,292
0.03% 118
2025
Q2
$51.3K Hold
2,292
0.02% 139
2025
Q1
$52K Buy
2,292
+500
+28% +$10.9K 0.02% 131
2024
Q4
$35.9K Hold
1,792
0.02% 150
2024
Q3
$42K Hold
1,792
0.02% 140
2024
Q2
$55.5K Hold
1,792
0.03% 114
2024
Q1
$79.1K Hold
1,792
0.04% 90
2023
Q4
$90K Buy
1,792
+200
+13% +$8.13K 0.04% 81
2023
Q3
$56.6K Hold
1,592
0.03% 99
2023
Q2
$53.2K Hold
1,592
0.03% 110
2023
Q1
$52K Hold
1,592
0.03% 99
2022
Q4
$42.1K Hold
1,592
0.02% 114
2022
Q3
$41K Buy
1,592
+503
+46% +$17.1K 0.02% 106
2022
Q2
$41K Buy
1,089
+1,014
+1,352% +$43.9K 0.02% 101
2022
Q1
$4K Hold
75
﹤0.01% 259
2021
Q4
$4K Hold
75
﹤0.01% 241
2021
Q3
$4K Hold
75
﹤0.01% 229
2021
Q2
$4K Hold
75
﹤0.01% 223
2021
Q1
$5K Buy
+75
New +$4.47K ﹤0.01% 206
2018
Q4
Sell
-95
Closed -$4K 279
2018
Q3
$4K Sell
95
-114
-55% -$5.55K ﹤0.01% 208
2018
Q2
$10K Buy
209
+1
+0.5% +$53 0.01% 141
2018
Q1
$11K Sell
208
-198
-49% -$9.41K 0.01% 141
2017
Q4
$19K Buy
406
+3
+0.7% +$131 0.01% 120
2017
Q3
$15K Buy
+403
New +$14.3K 0.01% 128
2015
Q4
Sell
-383
Closed -$12K 237
2015
Q3
$12K Buy
+383
New +$11.1K 0.01% 119
2015
Q2
Sell
-85
Closed -$3K 233
2015
Q1
$3K Hold
85
﹤0.01% 182
2014
Q4
$3K Buy
+85
New +$2.96K ﹤0.01% 164

Other funds holding INTC