Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Buy
53,452
+6,637
+14% +$67.6K 0.23% 120
2025
Q1
$470K Buy
46,815
+8,591
+22% +$83.9K 0.18% 141
2024
Q4
$380K Sell
38,224
-3,235
-8% -$34.5K 0.15% 151
2024
Q3
$438K Sell
41,459
-9,426
-19% -$108K 0.17% 142
2024
Q2
$638K Buy
50,885
+1,313
+3% +$16.2K 0.2% 126
2024
Q1
$658K Buy
49,572
+5,200
+12% +$63K 0.22% 130
2023
Q4
$520K Buy
44,372
+492
+1% +$5.47K 0.19% 146
2023
Q3
$506K Buy
43,880
+12,416
+39% +$161K 0.21% 138
2023
Q2
$478K Buy
31,464
+2,052
+7% +$26K 0.19% 152
2023
Q1
$374K Buy
+29,412
New +$368K 0.16% 166

Other funds holding F