Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-9
Closed -$219 3558
2025
Q2
$219 Buy
+9
New +$164 ﹤0.01% 3414
2025
Q1
Sell
-65
Closed -$1.01K 3520
2024
Q4
$1.01K Sell
65
-149
-70% -$2.54K ﹤0.01% 3109
2024
Q3
$3.45K Buy
214
+59
+38% +$1.02K ﹤0.01% 2736
2024
Q2
$2.83K Sell
155
-71
-31% -$1.65K ﹤0.01% 2697
2024
Q1
$5.95K Buy
226
+50
+28% +$1.3K ﹤0.01% 2480
2023
Q4
$3.96K Buy
176
+21
+14% +$385 ﹤0.01% 2588
2023
Q3
$2.66K Sell
155
-6
-4% -$98 ﹤0.01% 2728
2023
Q2
$2.55K Sell
161
-34
-17% -$556 ﹤0.01% 2684
2023
Q1
$2.74K Buy
195
+178
+1,047% +$2.63K ﹤0.01% 2647
2022
Q4
$225 Buy
+17
New +$220 ﹤0.01% 3171

Other funds holding BASE