Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.5K Hold
75
﹤0.01% 516
2025
Q4
$1.55K Buy
75
+10
+15% +$186 ﹤0.01% 518
2025
Q3
$1.22K Hold
65
﹤0.01% 513
2025
Q2
$1.13K Buy
65
+15
+30% +$233 ﹤0.01% 509
2025
Q1
$800 Buy
+50
New +$848 ﹤0.01% 515
2024
Q3
Sell
-165
Closed -$2.35K 666
2024
Q2
$2.35K Sell
165
-58,608
-100% -$850K ﹤0.01% 352
2024
Q1
$929K Buy
+58,773
New +$849K 0.26% 129
2022
Q4
Sell
-53
Closed -$1K 458
2022
Q3
$1K Hold
53
﹤0.01% 414
2022
Q2
$1K Sell
53
-60,122
-100% -$1.16M ﹤0.01% 442
2022
Q1
$1.35M Buy
60,175
+693
+1% +$17.2K 0.43% 74
2021
Q4
$1.38M Buy
59,482
+23,668
+66% +$549K 0.43% 71
2021
Q3
$774K Sell
35,814
-1,215
-3% -$24.6K 0.28% 143
2021
Q2
$765K Sell
37,029
-210
-0.6% -$4.56K 0.28% 140
2021
Q1
$744K Buy
+37,239
New +$719K 0.3% 131
2018
Q1
Sell
-120
Closed -$2K 343
2017
Q4
$2K Buy
+120
New +$2.26K ﹤0.01% 286

Other funds holding KEY