Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$31.2K Buy
5,287
+8
+0.2% +$51 ﹤0.01% 5551
2025
Q4
$37.8K Hold
5,279
﹤0.01% 5433
2025
Q3
$40.2K Sell
5,279
-159
-3% -$1.01K ﹤0.01% 5459
2025
Q2
$23.6K Sell
5,438
-16,979
-76% -$75.3K ﹤0.01% 5586
2025
Q1
$112K Sell
22,417
-2,896
-11% -$17.9K ﹤0.01% 4088
2024
Q4
$164K Buy
25,313
+5,959
+31% +$30.7K ﹤0.01% 3781
2024
Q3
$69.1K Sell
19,354
-2,593
-12% -$10.7K ﹤0.01% 4510
2024
Q2
$120K Buy
21,947
+7,412
+51% +$44.4K ﹤0.01% 3990
2024
Q1
$98.3K Sell
14,535
-31,149
-68% -$197K ﹤0.01% 4265
2023
Q4
$280K Sell
45,684
-11,002
-19% -$88.5K ﹤0.01% 3653
2023
Q3
$409K Buy
56,686
+27,311
+93% +$227K ﹤0.01% 3419
2023
Q2
$254K Buy
29,375
+2,298
+8% +$20.7K ﹤0.01% 3713
2023
Q1
$251K Buy
27,077
+2,705
+11% +$32.3K ﹤0.01% 3686
2022
Q4
$312K Buy
24,372
+4,566
+23% +$52.2K ﹤0.01% 3476
2022
Q3
$183K Sell
19,806
-1,867
-9% -$22.1K ﹤0.01% 3832
2022
Q2
$268K Buy
21,673
+2,593
+14% +$34.1K ﹤0.01% 3516
2022
Q1
$293K Buy
19,080
+1,714
+10% +$25.2K ﹤0.01% 3705
2021
Q4
$275K Buy
17,366
+10,605
+157% +$140K ﹤0.01% 3657
2021
Q3
$87K Buy
6,761
+1,498
+28% +$17.3K ﹤0.01% 4650
2021
Q2
$58K Buy
5,263
+1,165
+28% +$11.6K ﹤0.01% 4933
2021
Q1
$39K Buy
4,098
+282
+7% +$2.18K ﹤0.01% 5049
2020
Q4
$25K Sell
3,816
-2,688
-41% -$17.5K ﹤0.01% 5018
2020
Q3
$40K Sell
6,504
-69
-1% -$510 ﹤0.01% 4471
2020
Q2
$47K Sell
6,573
-12,426
-65% -$90.3K ﹤0.01% 4236
2020
Q1
$46K Buy
+18,999
New +$161K ﹤0.01% 4041

Other funds holding MBI