Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$310K Buy
4,677
+1,340
+40% +$82.2K 0.01% 930
2025
Q4
$177K Buy
3,337
+45
+1% +$1.84K ﹤0.01% 1150
2025
Q3
$108K Buy
3,292
+196
+6% +$6.09K ﹤0.01% 1382
2025
Q2
$91.4K Buy
3,096
+1,312
+74% +$35.4K ﹤0.01% 1403
2025
Q1
$54.4K Sell
1,784
-1,001
-36% -$35K ﹤0.01% 1585
2024
Q4
$105K Buy
2,785
+89
+3% +$3.7K ﹤0.01% 1242
2024
Q3
$104K Buy
2,696
+835
+45% +$28.5K ﹤0.01% 1227
2024
Q2
$74K Buy
1,861
+165
+10% +$6.38K ﹤0.01% 1326
2024
Q1
$57.3K Buy
1,696
+725
+75% +$21.2K ﹤0.01% 1430
2023
Q4
$33K Sell
971
-171
-15% -$4.63K ﹤0.01% 1650
2023
Q3
$33.2K Buy
1,142
+206
+22% +$6.46K ﹤0.01% 1594
2023
Q2
$31.8K Buy
936
+46
+5% +$1.67K ﹤0.01% 1621
2023
Q1
$37.9K Sell
890
-69
-7% -$3.33K ﹤0.01% 1518
2022
Q4
$43.6K Sell
959
-155
-14% -$6.75K ﹤0.01% 1339
2022
Q3
$37K Buy
1,114
+64
+6% +$2.99K ﹤0.01% 1387
2022
Q2
$48K Sell
1,050
-309
-23% -$20K ﹤0.01% 1271
2022
Q1
$125K Sell
1,359
-1,146
-46% -$83.2K 0.01% 900
2021
Q4
$149K Sell
2,505
-1,060
-30% -$53.1K 0.01% 856
2021
Q3
$174K Buy
3,565
+78
+2% +$3.3K 0.01% 768
2021
Q2
$128K Sell
3,487
-116
-3% -$4.22K 0.01% 854
2021
Q1
$117K Buy
3,603
+18
+0.5% +$455 0.01% 818
2020
Q4
$83K Hold
3,585
﹤0.01% 880
2020
Q3
$42K Buy
3,585
+1,355
+61% +$18.2K ﹤0.01% 1125
2020
Q2
$25K Buy
2,230
+1,293
+138% +$11.6K ﹤0.01% 1315
2020
Q1
$5K Sell
937
-637
-40% -$8.74K ﹤0.01% 1874
2019
Q4
$34K Buy
1,574
+596
+61% +$12.3K ﹤0.01% 1163
2019
Q3
$20K Buy
978
+825
+539% +$17.2K ﹤0.01% 1345
2019
Q2
$4K Sell
153
-847
-85% -$21.1K ﹤0.01% 1871
2019
Q1
$28K Buy
1,000
+589
+143% +$16.8K ﹤0.01% 1078
2018
Q4
$10K Buy
411
+36
+10% +$1.21K ﹤0.01% 1318
2018
Q3
$15K Sell
375
-31
-8% -$1.35K ﹤0.01% 1258
2018
Q2
$19K Buy
406
+6
+2% +$302 ﹤0.01% 1063
2018
Q1
$18K Sell
400
-16
-4% -$792 ﹤0.01% 1031
2017
Q4
$22K Buy
416
+238
+134% +$10.9K ﹤0.01% 977
2017
Q3
$8K Sell
178
-4,000
-96% -$160K ﹤0.01% 1356
2017
Q2
$152K Sell
4,178
-33
-0.8% -$1.07K 0.03% 373
2017
Q1
$133K Buy
+4,211
New +$147K 0.03% 378

Other funds holding AA