Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$737K Buy
3,574
+823
+30% +$186K ﹤0.01% 729
2025
Q4
$589K Buy
2,751
+433
+19% +$87.8K ﹤0.01% 765
2025
Q3
$443K Sell
2,318
-397
-15% -$74.8K ﹤0.01% 846
2025
Q2
$468K Buy
2,715
+848
+45% +$153K ﹤0.01% 770
2025
Q1
$330K Sell
1,867
-558
-23% -$104K ﹤0.01% 810
2024
Q4
$472K Buy
2,425
+813
+50% +$143K ﹤0.01% 907
2024
Q3
$288K Buy
1,612
+64
+4% +$12K ﹤0.01% 1108
2024
Q2
$317K Buy
1,548
+10
+0.7% +$2.21K ﹤0.01% 954
2024
Q1
$387K Buy
1,538
+120
+8% +$26.6K ﹤0.01% 810
2023
Q4
$260K Buy
+1,418
New +$259K ﹤0.01% 741

Other funds holding TM