Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$237K Sell
5,735
-747
-12% -$39.4K 0.04% 394
2025
Q4
$442K Buy
6,482
+3,677
+131% +$259K 0.07% 195
2025
Q3
$209K Buy
+2,805
New +$221K 0.04% 362
2025
Q2
Sell
-3,702
Closed -$248K 402
2025
Q1
$248K Buy
+3,702
New +$274K 0.04% 238
2021
Q3
Sell
-1,952
Closed -$239K 156
2021
Q2
$239K Sell
1,952
-88
-4% -$10.9K 0.07% 126
2021
Q1
$268K Buy
2,040
+88
+5% +$13.6K 0.08% 117
2020
Q4
$265K Sell
1,952
-210
-10% -$23.7K 0.09% 111
2020
Q3
$220K Buy
+2,162
New +$168K 0.07% 146

Other funds holding ZG