Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,824
Closed -$22.5K 1764
2025
Q4
$22.5K Sell
4,824
-2,347
-33% -$17.2K ﹤0.01% 969
2025
Q3
$61.6K Buy
7,171
+3,318
+86% +$42.1K 0.02% 733
2025
Q2
$56.6K Buy
+3,853
New +$39.2K 0.01% 801
2025
Q1
Sell
-21,771
Closed -$176K 1782
2024
Q4
$176K Sell
21,771
-2,564
-11% -$19.1K 0.03% 281
2024
Q3
$175K Buy
+24,335
New +$199K 0.05% 272
2023
Q2
Sell
-1,236
Closed -$17.9K 1207
2023
Q1
$17.9K Sell
1,236
-324
-21% -$5.05K 0.01% 689
2022
Q4
$23K Buy
+1,560
New +$22.5K 0.03% 305

Other funds holding GOGO