Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$252K Sell
3,446
-527
-13% -$42.1K 0.01% 651
2025
Q4
$367K Buy
3,973
+4
+0.1% +$357 0.01% 565
2025
Q3
$354K Sell
3,969
-232
-6% -$22.4K 0.01% 567
2025
Q2
$440K Buy
4,201
+8
+0.2% +$843 0.01% 502
2025
Q1
$419K Buy
4,193
+3
+0.1% +$329 0.01% 502
2024
Q4
$458K Buy
4,190
+3
+0.1% +$337 0.01% 440
2024
Q3
$481K Hold
4,187
0.01% 438
2024
Q2
$418K Hold
4,187
0.01% 452
2024
Q1
$463K Hold
4,187
0.01% 452
2023
Q4
$449K Buy
4,187
+391
+10% +$39.6K 0.01% 393
2023
Q3
$374K Hold
3,796
0.01% 403
2023
Q2
$400K Buy
3,796
+230
+6% +$23.4K 0.02% 392
2023
Q1
$343K Hold
3,566
0.01% 416
2022
Q4
$307K Sell
3,566
-1,500
-30% -$124K 0.01% 417
2022
Q3
$381K Buy
+5,066
New +$413K 0.02% 344

Other funds holding GIB