Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-239
Closed -$72.7K 1032
2025
Q2
$72.7K Buy
239
+142
+146% +$40.7K 0.01% 241
2025
Q1
$26K Buy
97
+79
+439% +$21.5K ﹤0.01% 314
2024
Q4
$4.43K Buy
+18
New +$4.28K ﹤0.01% 382
2020
Q3
Sell
-42
Closed -$6K 396
2020
Q2
$6K Buy
+42
New +$5.18K ﹤0.01% 251
2018
Q2
Sell
-398
Closed -$42K 345
2018
Q1
$42K Sell
398
-30
-7% -$3.24K 0.01% 161
2017
Q4
$48K Buy
+428
New +$48.4K 0.01% 157
2016
Q4
Sell
-56
Closed -$5K 439
2016
Q3
$5K Buy
+56
New +$4.81K ﹤0.01% 324

Other funds holding SAP