Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-500
Closed -$235K 79
2025
Q2
$235K Sell
500
-500
-50% -$228K 0.05% 68
2025
Q1
$466K Hold
1,000
0.11% 57
2024
Q4
$419K Hold
1,000
0.08% 57
2024
Q3
$477K Hold
1,000
0.11% 50
2024
Q2
$439K Hold
1,000
0.11% 48
2024
Q1
$464K Hold
1,000
0.13% 41
2023
Q4
$411K Hold
1,000
0.13% 45
2023
Q3
$372K Hold
1,000
0.14% 46
2023
Q2
$381K Hold
1,000
0.14% 44
2023
Q1
$355K Sell
1,000
-1,950
-66% -$653K 0.16% 44
2022
Q4
$962K Sell
2,950
-3,950
-57% -$1.24M 0.51% 29
2022
Q3
$1.86M Sell
6,900
-67
-1% -$19.2K 0.64% 31
2022
Q2
$2M Sell
6,967
-1,583
-19% -$494K 0.66% 29
2022
Q1
$2.73M Buy
8,550
+1,000
+13% +$309K 0.58% 34
2021
Q4
$2.62M Sell
7,550
-200
-3% -$64.8K 0.51% 42
2021
Q3
$2.27M Sell
7,750
-2,000
-21% -$608K 0.51% 42
2021
Q2
$2.82M Buy
9,750
+4,750
+95% +$1.38M 0.65% 37
2021
Q1
$1.4M Buy
+5,000
New +$1.3M 0.41% 42

Other funds holding LIN