Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$374K Sell
21,475
-5,390
-20% -$88.5K ﹤0.01% 2690
2025
Q4
$359K Buy
26,865
+12,795
+91% +$173K ﹤0.01% 2700
2025
Q3
$167K Buy
14,070
+1,252
+10% +$13.6K ﹤0.01% 3236
2025
Q2
$110K Buy
+12,818
New +$109K ﹤0.01% 3229
2024
Q4
Sell
-34,685
Closed -$595K 3526
2024
Q3
$595K Buy
34,685
+15,389
+80% +$313K ﹤0.01% 1993
2024
Q2
$442K Buy
19,296
+4,775
+33% +$98.8K ﹤0.01% 2133
2024
Q1
$290K Buy
+14,521
New +$261K ﹤0.01% 2460
2019
Q3
Sell
-5,759
Closed -$189K 1066
2019
Q2
$189K Sell
5,759
-216
-4% -$7.81K ﹤0.01% 1051
2019
Q1
$223K Sell
5,975
-3,062
-34% -$112K ﹤0.01% 928
2018
Q4
$283K Sell
9,037
-301
-3% -$13.1K 0.01% 683
2018
Q3
$486K Buy
9,338
+3,749
+67% +$190K 0.01% 565
2018
Q2
$262K Buy
5,589
+141
+3% +$5.99K 0.01% 669
2018
Q1
$177K Buy
5,448
+280
+5% +$10.8K 0.01% 606
2017
Q4
$206K Sell
5,168
-4,068
-44% -$162K 0.01% 531
2017
Q3
$428K Sell
9,236
-5,646
-38% -$253K 0.02% 366
2017
Q2
$740K Buy
14,882
+1,544
+12% +$80.1K 0.03% 287
2017
Q1
$846K Buy
13,338
+716
+6% +$50.4K 0.04% 294
2016
Q4
$932K Sell
12,622
-26
-0.2% -$1.91K 0.04% 280
2016
Q3
$987K Buy
12,648
+9,265
+274% +$715K 0.05% 266
2016
Q2
$297K Sell
3,383
-8,712
-72% -$828K 0.02% 422
2016
Q1
$1.2M Buy
12,095
+9,074
+300% +$790K 0.07% 222
2015
Q4
$303K Sell
3,021
-5,643
-65% -$566K 0.02% 342
2015
Q3
$797K Buy
8,664
+524
+6% +$51.1K 0.04% 278
2015
Q2
$920K Buy
8,140
+6,458
+384% +$768K 0.04% 266
2015
Q1
$189K Buy
+1,682
New +$170K 0.02% 377

Other funds holding XPRO