Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34K Sell
1,952
-5,470
-74% -$105K ﹤0.01% 5667
2025
Q4
$164K Sell
7,422
-363,075
-98% -$8.67M ﹤0.01% 4901
2025
Q3
$10.1M Buy
370,497
+16,269
+5% +$492K ﹤0.01% 2141
2025
Q2
$10.3M Buy
354,228
+195,888
+124% +$5.56M ﹤0.01% 2019
2025
Q1
$4.55M Buy
158,340
+130,419
+467% +$4.93M ﹤0.01% 2326
2024
Q4
$1.25M Sell
27,921
-53,692
-66% -$2.53M ﹤0.01% 3355
2024
Q3
$3.61M Buy
81,613
+708
+0.9% +$29K ﹤0.01% 2537
2024
Q2
$3.13M Buy
80,905
+12,706
+19% +$522K ﹤0.01% 2560
2024
Q1
$3.34M Sell
68,199
-22,674
-25% -$1.09M ﹤0.01% 2508
2023
Q4
$4.4M Buy
90,873
+79,348
+688% +$3.54M ﹤0.01% 2363
2023
Q3
$466K Buy
11,525
+4,882
+73% +$193K ﹤0.01% 4090
2023
Q2
$262K Sell
6,643
-2,823
-30% -$102K ﹤0.01% 4506
2023
Q1
$384K Buy
9,466
+1,683
+22% +$61.9K ﹤0.01% 4087
2022
Q4
$257K Sell
7,783
-1,303
-14% -$39.1K ﹤0.01% 4662
2022
Q3
$245K Buy
9,086
+590
+7% +$18K ﹤0.01% 4598
2022
Q2
$244K Sell
8,496
-13,861
-62% -$526K ﹤0.01% 4641
2022
Q1
$1.16M Sell
22,357
-899
-4% -$46.2K ﹤0.01% 3519
2021
Q4
$1.57M Sell
23,256
-32,337
-58% -$2.33M ﹤0.01% 3378
2021
Q3
$4.05M Buy
55,593
+38,559
+226% +$2.83M ﹤0.01% 2467
2021
Q2
$1M Sell
17,034
-32,167
-65% -$1.64M ﹤0.01% 3636
2021
Q1
$2.11M Buy
49,201
+31,159
+173% +$1.54M ﹤0.01% 2954
2020
Q4
$1.18M Buy
+18,042
New +$956K ﹤0.01% 3361

Other funds holding DCBO