Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$440K Sell
1,283
-635
-33% -$204K 0.16% 88
2026
Q1
$580K Buy
1,918
+30
+2% +$9.65K 0.24% 63
2025
Q4
$662K Sell
1,888
-16
-0.8% -$5.45K 0.28% 56
2025
Q3
$650K Sell
1,904
-188
-9% -$65.1K 0.28% 52
2025
Q2
$743K Sell
2,092
-224
-10% -$78.1K 0.35% 40
2025
Q1
$812K Sell
2,316
-1,570
-40% -$531K 0.43% 32
2024
Q4
$1.23M Buy
3,886
+2,089
+116% +$628K 0.65% 27
2024
Q3
$494K Sell
1,797
-454
-20% -$123K 0.27% 48
2024
Q2
$591K Sell
2,251
-3,341
-60% -$916K 0.34% 37
2024
Q1
$1.56M Buy
5,592
+2,545
+84% +$703K 0.93% 21
2023
Q4
$793K Buy
3,047
+1,365
+81% +$336K 0.52% 28
2023
Q3
$387K Sell
1,682
-110
-6% -$26.4K 0.28% 71
2023
Q2
$426K Sell
1,792
-38
-2% -$8.7K 0.29% 58
2023
Q1
$413K Sell
1,830
-20
-1% -$4.45K 0.3% 59
2022
Q4
$384K Buy
1,850
+282
+18% +$56.9K 0.3% 69
2022
Q3
$286K Sell
1,568
-93
-6% -$18.9K 0.24% 76
2022
Q2
$327K Sell
1,661
-18
-1% -$3.72K 0.29% 74
2022
Q1
$372K Sell
1,679
-190
-10% -$41.1K 0.28% 67
2021
Q4
$405K Buy
1,869
+37
+2% +$7.94K 0.31% 66
2021
Q3
$408K Buy
1,832
+4
+0.2% +$938 0.35% 69
2021
Q2
$427K Sell
1,828
-1,942
-52% -$444K 0.37% 62
2021
Q1
$798K Buy
3,770
+419
+13% +$88.2K 0.75% 33
2020
Q4
$733K Buy
+3,351
New +$686K 0.72% 34

Other funds holding V