Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-165
Closed -$6.26K 893
2025
Q4
$6.26K Sell
165
-86
-34% -$3.16K ﹤0.01% 762
2025
Q3
$8.77K Hold
251
﹤0.01% 748
2025
Q2
$8.14K Hold
251
﹤0.01% 745
2025
Q1
$7.76K Hold
251
﹤0.01% 724
2024
Q4
$6.87K Hold
251
﹤0.01% 745
2024
Q3
$7.61K Hold
251
﹤0.01% 729
2024
Q2
$7.73K Hold
251
﹤0.01% 696
2024
Q1
$7.96K Hold
251
﹤0.01% 687
2023
Q4
$8.54K Sell
251
-37
-13% -$1.2K ﹤0.01% 653
2023
Q3
$8.92K Buy
+288
New +$8.88K ﹤0.01% 628

Other funds holding E