Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$51.8K Sell
1,405
-6,907
-83% -$284K ﹤0.01% 1975
2025
Q4
$334K Sell
8,312
-398
-5% -$17.1K 0.01% 855
2025
Q3
$412K Sell
8,710
-5,025
-37% -$244K 0.01% 741
2025
Q2
$658K Sell
13,735
-3,440
-20% -$178K 0.01% 544
2025
Q1
$855K Buy
17,175
+1,613
+10% +$86K 0.02% 429
2024
Q4
$902K Buy
15,562
+1,217
+8% +$77.6K 0.02% 425
2024
Q3
$934K Buy
14,345
+414
+3% +$26.9K 0.02% 400
2024
Q2
$894K Sell
13,931
-231
-2% -$14.9K 0.02% 387
2024
Q1
$902K Buy
14,162
+877
+7% +$49.9K 0.02% 389
2023
Q4
$736K Buy
13,285
+4,471
+51% +$247K 0.02% 395
2023
Q3
$520K Buy
8,814
+2,092
+31% +$129K 0.02% 446
2023
Q2
$437K Buy
6,722
+2,378
+55% +$142K 0.01% 503
2023
Q1
$239K Buy
4,344
+917
+27% +$48K 0.01% 690
2022
Q4
$181K Buy
3,427
+57
+2% +$2.84K 0.01% 746
2022
Q3
$146K Sell
3,370
-92
-3% -$4.53K 0.01% 794
2022
Q2
$168K Buy
3,462
+114
+3% +$5.63K 0.01% 751
2022
Q1
$182K Buy
3,348
+1,656
+98% +$80.5K 0.01% 769
2021
Q4
$81K Sell
1,692
-392
-19% -$17.3K ﹤0.01% 1087
2021
Q3
$82K Buy
2,084
+49
+2% +$1.9K ﹤0.01% 1062
2021
Q2
$78K Buy
2,035
+1,993
+4,745% +$79.1K ﹤0.01% 1039
2021
Q1
$2K Hold
42
﹤0.01% 2476
2020
Q4
$1K Hold
42
﹤0.01% 2440
2020
Q3
$1K Hold
42
﹤0.01% 2451
2020
Q2
$0 Sell
42
-124
-75% -$2.69K ﹤0.01% 2582
2020
Q1
$3K Hold
166
﹤0.01% 2035
2019
Q4
$5K Sell
166
-76
-31% -$2.14K ﹤0.01% 1962
2019
Q3
$6K Buy
242
+205
+554% +$5.21K ﹤0.01% 1861
2019
Q2
$1K Hold
37
﹤0.01% 2205
2019
Q1
$1K Buy
37
+1
+3% +$18 ﹤0.01% 2190
2018
Q4
$0 Sell
36
-1
-3% -$19 ﹤0.01% 2204
2018
Q3
$1K Buy
37
+1
+3% +$20 ﹤0.01% 2142
2018
Q2
$0 Hold
36
﹤0.01% 2152
2018
Q1
$1K Hold
36
﹤0.01% 1990
2017
Q4
$1K Hold
36
﹤0.01% 1984
2017
Q3
$1K Buy
+36
New +$582 ﹤0.01% 1987

Other funds holding KBR