Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-14,804
Closed -$205K 501
2025
Q4
$205K Buy
+14,804
New +$282K 0.02% 463
2025
Q3
Sell
-22,733
Closed -$949K 508
2025
Q2
$949K Buy
+22,733
New +$903K 0.09% 260
2025
Q1
Sell
-9,806
Closed -$477K 486
2024
Q4
$477K Sell
9,806
-3,444
-26% -$201K 0.06% 289
2024
Q3
$874K Sell
13,250
-3,819
-22% -$234K 0.16% 196
2024
Q2
$982K Buy
+17,069
New +$1.02M 0.19% 175
2023
Q4
Sell
-56,600
Closed -$3.79M 398
2023
Q3
$3.79M Buy
+56,600
New +$4.9M 0.71% 48
2023
Q1
Sell
-2,000
Closed -$250K 280
2022
Q4
$250K Buy
+2,000
New +$245K 0.17% 187

Other funds holding FMC