Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$733K Buy
6,056
+148
+3% +$18.4K 0.02% 709
2025
Q4
$677K Buy
5,908
+141
+2% +$15.1K 0.02% 762
2025
Q3
$580K Buy
5,767
+20
+0.3% +$2.08K 0.02% 792
2025
Q2
$546K Buy
5,747
+272
+5% +$23.9K 0.02% 815
2025
Q1
$483K Buy
5,475
+4,984
+1,015% +$473K 0.02% 766
2024
Q4
$46.5K Buy
491
+166
+51% +$16.5K ﹤0.01% 1462
2024
Q3
$35.5K Sell
325
-381
-54% -$43.3K ﹤0.01% 1633
2024
Q2
$80.6K Sell
706
-427
-38% -$54.6K 0.01% 1135
2024
Q1
$164K Sell
1,133
-42
-4% -$5.75K 0.01% 742
2023
Q4
$166K Buy
1,175
+242
+26% +$32.4K 0.01% 702
2023
Q3
$125K Sell
933
-51
-5% -$7.38K 0.01% 751
2023
Q2
$141K Sell
984
-341
-26% -$45K 0.01% 678
2023
Q1
$185K Buy
1,325
+218
+20% +$30.1K 0.02% 540
2022
Q4
$137K Sell
1,107
-59
-5% -$7.82K 0.02% 616
2022
Q3
$140K Buy
1,166
+490
+72% +$67.7K 0.02% 547
2022
Q2
$85K Buy
676
+8
+1% +$1.05K 0.01% 694
2022
Q1
$95K Buy
668
+165
+33% +$26.8K 0.01% 684
2021
Q4
$92K Sell
503
-13
-3% -$2.28K 0.01% 699
2021
Q3
$81K Buy
516
+73
+16% +$11.9K 0.01% 690
2021
Q2
$78K Sell
443
-232
-34% -$42.9K 0.01% 691
2021
Q1
$122K Buy
675
+3
+0.4% +$505 0.02% 502
2020
Q4
$107K Buy
672
+455
+210% +$64K 0.02% 475
2020
Q3
$24K Sell
217
-87
-29% -$9.92K 0.01% 887
2020
Q2
$33K Buy
304
+69
+29% +$6.87K 0.01% 875
2020
Q1
$20K Sell
235
-976
-81% -$112K ﹤0.01% 1268
2019
Q4
$162K Buy
1,211
+312
+35% +$38.7K 0.02% 742
2019
Q3
$104K Buy
899
+760
+547% +$92.4K 0.02% 853
2019
Q2
$17K Sell
139
-392
-74% -$55K ﹤0.01% 1680
2019
Q1
$69K Buy
531
+233
+78% +$34.2K 0.01% 1014
2018
Q4
$32K Buy
298
+134
+82% +$17.9K 0.01% 1037
2018
Q3
$21K Sell
164
-6
-4% -$1.03K 0.01% 962
2018
Q2
$28K Hold
170
0.01% 849
2018
Q1
$28K Hold
170
0.01% 828
2017
Q4
$26K Buy
170
+6
+4% +$1.05K 0.01% 834
2017
Q3
$25K Hold
164
0.01% 822
2017
Q2
$18K Hold
164
0.01% 899
2017
Q1
$20K Buy
164
+88
+116% +$12.5K 0.01% 840
2016
Q4
$8K Hold
76
﹤0.01% 1098
2016
Q3
$6K Hold
76
﹤0.01% 1213
2016
Q2
$5K Buy
76
+4
+6% +$450 ﹤0.01% 1229
2016
Q1
$6K Buy
72
+1
+1% +$106 ﹤0.01% 1113
2015
Q4
$4K Sell
71
-54
-43% -$6.58K ﹤0.01% 1221
2015
Q3
$12K Sell
125
-2
-2% -$208 0.01% 658
2015
Q2
$13K Buy
+127
New +$14.6K 0.01% 663

Other funds holding LEA