Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.98M Sell
347,140
-453,488
-57% -$3.46M ﹤0.01% 2285
2025
Q4
$7.05M Buy
800,628
+581,662
+266% +$5.99M ﹤0.01% 1758
2025
Q3
$2.68M Buy
218,966
+18,838
+9% +$206K ﹤0.01% 2178
2025
Q2
$2.34M Sell
200,128
-70,134
-26% -$830K ﹤0.01% 2233
2025
Q1
$2.68M Sell
270,262
-23,613
-8% -$287K ﹤0.01% 2211
2024
Q4
$3.13M Sell
293,875
-7,928
-3% -$86.1K ﹤0.01% 2197
2024
Q3
$3.53M Buy
301,803
+19,786
+7% +$261K ﹤0.01% 2149
2024
Q2
$3.91M Sell
282,017
-29,576
-9% -$486K ﹤0.01% 2074
2024
Q1
$5.57M Sell
311,593
-2,688
-0.9% -$46.4K ﹤0.01% 1932
2023
Q4
$5.53M Sell
314,281
-1,593
-0.5% -$23.4K ﹤0.01% 1920
2023
Q3
$4.59M Buy
315,874
+4,562
+1% +$76.7K ﹤0.01% 1910
2023
Q2
$5.67M Sell
311,312
-21,225
-6% -$448K ﹤0.01% 1841
2023
Q1
$8.02M Buy
332,537
+25,900
+8% +$512K ﹤0.01% 1623
2022
Q4
$4.93M Buy
306,637
+1,006
+0.3% +$14.6K ﹤0.01% 1912
2022
Q3
$4.06M Sell
305,631
-18,288
-6% -$338K ﹤0.01% 2020
2022
Q2
$6.95M Buy
323,919
+32,522
+11% +$642K ﹤0.01% 1740
2022
Q1
$6.1M Buy
291,397
+27,972
+11% +$672K ﹤0.01% 1957
2021
Q4
$7.13M Buy
263,425
+7,646
+3% +$257K ﹤0.01% 1895
2021
Q3
$8.88M Buy
255,779
+130,935
+105% +$3.95M ﹤0.01% 1865
2021
Q2
$3.54M Sell
124,844
-3,522
-3% -$97.8K ﹤0.01% 2421
2021
Q1
$3.5M Buy
+128,366
New +$4.27M ﹤0.01% 2346

Other funds holding CERT