Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.5K Sell
25
-100
-80% -$6.08K ﹤0.01% 1450
2025
Q4
$8.14K Buy
125
+25
+25% +$1.73K ﹤0.01% 690
2025
Q3
$7.23K Hold
100
﹤0.01% 691
2025
Q2
$6.79K Sell
100
-100
-50% -$5.82K ﹤0.01% 669
2025
Q1
$10.9K Sell
200
-32
-14% -$2.39K ﹤0.01% 596
2024
Q4
$19.7K Sell
232
-18
-7% -$1.48K ﹤0.01% 486
2024
Q3
$16.8K Hold
250
﹤0.01% 513
2024
Q2
$16.1K Hold
250
﹤0.01% 503
2024
Q1
$21.1K Hold
250
﹤0.01% 445
2023
Q4
$19.3K Hold
250
﹤0.01% 420
2023
Q3
$11.1K Sell
250
-69
-22% -$4.27K ﹤0.01% 530
2023
Q2
$21.2K Sell
319
-59
-16% -$3.69K ﹤0.01% 409
2023
Q1
$25.9K Sell
378
-71
-16% -$5.31K 0.01% 360
2022
Q4
$28.2K Hold
449
0.01% 353
2022
Q3
$25K Hold
449
0.01% 367
2022
Q2
$28K Buy
449
+300
+201% +$27.4K 0.01% 334
2022
Q1
$20K Buy
149
+91
+157% +$11K 0.01% 401
2021
Q4
$9K Buy
58
+40
+222% +$8.67K ﹤0.01% 556
2021
Q3
$4K Hold
18
﹤0.01% 674
2021
Q2
$4K Hold
18
﹤0.01% 672
2021
Q1
$4K Sell
18
-82
-82% -$19.2K ﹤0.01% 639
2020
Q4
$22K Hold
100
0.01% 290
2020
Q3
$16K Buy
+100
New +$14.1K 0.01% 306
2019
Q3
Sell
-2
Closed 677
2019
Q2
$0 Hold
2
﹤0.01% 638
2019
Q1
$0 Sell
2
-3
-60% -$217 ﹤0.01% 648
2018
Q4
$0 Buy
+5
New +$353 ﹤0.01% 595

Other funds holding XYZ