Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.87M | Buy |
340,852
+1,739
| +0.5% | +$18.7K | ﹤0.01% | 2127 |
|
|
2025
Q4 | $4.57M | Buy |
339,113
+64,416
| +23% | +$1.03M | ﹤0.01% | 1951 |
|
|
2025
Q3 | $4.76M | Sell |
274,697
-1,236
| -0.4% | -$25.8K | ﹤0.01% | 1924 |
|
|
2025
Q2 | $6.78M | Buy |
275,933
+13,261
| +5% | +$303K | ﹤0.01% | 1735 |
|
|
2025
Q1 | $5.53M | Sell |
262,672
-18,016
| -6% | -$511K | ﹤0.01% | 1873 |
|
|
2024
Q4 | $9.66M | Buy |
280,688
+54,490
| +24% | +$1.69M | ﹤0.01% | 1619 |
|
|
2024
Q3 | $5.48M | Buy |
226,198
+171
| +0.1% | +$4.35K | ﹤0.01% | 1951 |
|
|
2024
Q2 | $6.55M | Sell |
226,027
-16,779
| -7% | -$431K | ﹤0.01% | 1812 |
|
|
2024
Q1 | $6.57M | Sell |
242,806
-2,962
| -1% | -$83.2K | ﹤0.01% | 1840 |
|
|
2023
Q4 | $7.06M | Buy |
245,768
+82,078
| +50% | +$2.26M | ﹤0.01% | 1786 |
|
|
2023
Q3 | $4.18M | Sell |
163,690
-1,913
| -1% | -$63.9K | ﹤0.01% | 1952 |
|
|
2023
Q2 | $6.03M | Sell |
165,603
-63,515
| -28% | -$1.79M | ﹤0.01% | 1808 |
|
|
2023
Q1 | $7.69M | Sell |
229,118
-212,493
| -48% | -$4.35M | ﹤0.01% | 1640 |
|
|
2022
Q4 | $4.94M | Buy |
441,611
+203,159
| +85% | +$2.54M | ﹤0.01% | 1910 |
|
|
2022
Q3 | $2.98M | Sell |
238,452
-5,081
| -2% | -$91.2K | ﹤0.01% | 2180 |
|
|
2022
Q2 | $4.45M | Buy |
243,533
+65,072
| +36% | +$1.2M | ﹤0.01% | 2023 |
|
|
2022
Q1 | $3.89M | Sell |
178,461
-380
| -0.2% | -$9.15K | ﹤0.01% | 2187 |
|
|
2021
Q4 | $5.59M | Buy |
178,841
+92,279
| +107% | +$3.74M | ﹤0.01% | 2048 |
|
|
2021
Q3 | $4.01M | Buy |
86,562
+23,602
| +37% | +$1.2M | ﹤0.01% | 2333 |
|
|
2021
Q2 | $3.94M | Sell |
62,960
-4,528
| -7% | -$281K | ﹤0.01% | 2366 |
|
|
2021
Q1 | $4.45M | Buy |
+67,488
| New | +$7.85M | ﹤0.01% | 2217 |
|
Other funds holding AI
VPM
VCM
