Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.13K Buy
+760
New +$1.16K ﹤0.01% 3515
2025
Q4
Sell
-1,493
Closed -$2.04K 3667
2025
Q3
$2.04K Sell
1,493
-598
-29% -$796 ﹤0.01% 3046
2025
Q2
$2.95K Buy
2,091
+1,124
+116% +$1.59K ﹤0.01% 2926
2025
Q1
$1.54K Buy
967
+590
+156% +$1.44K ﹤0.01% 3042
2024
Q4
$1.33K Buy
377
+90
+31% +$359 ﹤0.01% 3064
2024
Q3
$1.3K Buy
287
+10
+4% +$45 ﹤0.01% 2979
2024
Q2
$1.17K Buy
277
+131
+90% +$511 ﹤0.01% 2922
2024
Q1
$482 Hold
146
﹤0.01% 3062
2023
Q4
$308 Hold
146
﹤0.01% 3121
2023
Q3
$310 Hold
146
﹤0.01% 3183
2023
Q2
$469 Hold
146
﹤0.01% 3114
2023
Q1
$317 Hold
146
﹤0.01% 3222
2022
Q4
$353 Hold
146
﹤0.01% 3099
2022
Q3
$0 Hold
146
﹤0.01% 3279
2022
Q2
$0 Buy
+146
New +$206 ﹤0.01% 3120
2021
Q3
Sell
-1,100
Closed -$2K 3133
2021
Q2
$2K Buy
+1,100
New +$1.6K ﹤0.01% 2554
2019
Q4
Sell
-1,250
Closed -$2K 2435
2019
Q3
$2K Hold
1,250
﹤0.01% 2167
2019
Q2
$2K Hold
1,250
﹤0.01% 2080
2019
Q1
$2K Hold
1,250
﹤0.01% 2075
2018
Q4
$1K Hold
1,250
﹤0.01% 2001
2018
Q3
$2K Hold
1,250
﹤0.01% 2003
2018
Q2
$4K Hold
1,250
﹤0.01% 1666
2018
Q1
$5K Buy
+1,250
New +$3.38K ﹤0.01% 1552

Other funds holding GERN