Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$313K Buy
1,035
+50
+5% +$16.1K 0.03% 183
2025
Q4
$345K Sell
985
-73
-7% -$24.9K 0.03% 164
2025
Q3
$361K Buy
1,058
+101
+11% +$35K 0.02% 168
2025
Q2
$340K Buy
957
+308
+47% +$107K 0.03% 157
2025
Q1
$227K Buy
649
+538
+485% +$182K 0.02% 172
2024
Q4
$35.1K Buy
+111
New +$33.4K ﹤0.01% 202
2024
Q2
Sell
-31
Closed -$8.65K 477
2024
Q1
$8.65K Sell
31
-35
-53% -$9.66K ﹤0.01% 260
2023
Q4
$17.2K Sell
66
-233
-78% -$57.4K ﹤0.01% 238
2023
Q3
$68.8K Buy
299
+25
+9% +$6.01K 0.01% 186
2023
Q2
$65.1K Buy
274
+61
+29% +$14K 0.01% 187
2023
Q1
$48K Buy
213
+117
+122% +$26K 0.01% 194
2022
Q4
$19.9K Buy
+96
New +$19.4K ﹤0.01% 220
2022
Q1
Sell
-284
Closed -$62K 479
2021
Q4
$62K Hold
284
0.01% 197
2021
Q3
$63K Hold
284
0.01% 192
2021
Q2
$66K Hold
284
0.01% 185
2021
Q1
$60K Sell
284
-50
-15% -$10.5K 0.01% 173
2020
Q4
$73K Buy
334
+264
+377% +$54K 0.01% 168
2020
Q3
$14K Sell
70
-240
-77% -$47.9K ﹤0.01% 215
2020
Q2
$60K Sell
310
-267
-46% -$48.8K 0.01% 165
2020
Q1
$93K Sell
577
-293
-34% -$55.2K 0.02% 151
2019
Q4
$163K Buy
870
+560
+181% +$101K 0.03% 132
2019
Q3
$53K Buy
310
+70
+29% +$12.5K 0.01% 146
2019
Q2
$42K Hold
240
0.01% 181
2019
Q1
$37K Hold
240
0.01% 178
2018
Q4
$32K Hold
240
0.01% 177
2018
Q3
$36K Hold
240
0.01% 184
2018
Q2
$34K Hold
240
0.01% 189
2018
Q1
$29K Sell
240
-24
-9% -$2.91K 0.01% 188
2017
Q4
$30K Hold
264
0.01% 183
2017
Q3
$28K Buy
+264
New +$26.8K 0.01% 163
2016
Q4
Sell
-230
Closed -$19K 467
2016
Q3
$19K Hold
230
﹤0.01% 212
2016
Q2
$17K Sell
230
-27
-11% -$2.11K ﹤0.01% 223
2016
Q1
$20K Buy
257
+201
+359% +$14.6K 0.01% 227
2015
Q4
$4K Hold
56
﹤0.01% 283
2015
Q3
$4K Hold
56
﹤0.01% 261
2015
Q2
$4K Sell
56
-1,607
-97% -$109K ﹤0.01% 278
2015
Q1
$109K Sell
1,663
-1
-0.1% -$66 0.03% 121
2014
Q4
$109K Hold
1,664
0.04% 129
2014
Q3
$89K Hold
1,664
0.03% 141
2014
Q2
$88K Buy
1,664
+56
+3% +$2.93K 0.03% 140
2014
Q1
$87K Hold
1,608
0.04% 128
2013
Q4
$89K Hold
1,608
0.04% 102
2013
Q3
$77K Buy
1,608
+4
+0.2% +$185 0.04% 104
2013
Q2
$73K Buy
+1,604
New +$70.2K 0.04% 107

Other funds holding V