Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-25
Closed -$14.5K 819
2025
Q2
$14.5K Buy
25
+8
+47% +$4.43K ﹤0.01% 530
2025
Q1
$9.61K Sell
17
-153
-90% -$88.9K ﹤0.01% 593
2024
Q4
$102K Hold
170
0.03% 267
2024
Q3
$99.1K Buy
170
+13
+8% +$7.05K 0.03% 288
2024
Q2
$75.6K Sell
157
-96
-38% -$47.6K 0.02% 315
2024
Q1
$142K Sell
253
-113
-31% -$63.5K 0.05% 274
2023
Q4
$207K Sell
366
-313
-46% -$162K 0.08% 217
2023
Q3
$348K Sell
679
-21
-3% -$11K 0.1% 178
2023
Q2
$329K Sell
700
-26
-4% -$12.7K 0.09% 187
2023
Q1
$406K Buy
726
+165
+29% +$87.3K 0.11% 167
2022
Q4
$261K Buy
+561
New +$261K 0.07% 210

Other funds holding MSCI