Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,990
Closed -$271K 130
2025
Q2
$271K Sell
4,990
-7
-0.1% -$370 0.08% 89
2025
Q1
$252K Sell
4,997
-504
-9% -$24.7K 0.08% 89
2024
Q4
$250K Sell
5,501
-448
-8% -$21K 0.08% 86
2024
Q3
$282K Sell
5,949
-234
-4% -$10.8K 0.09% 82
2024
Q2
$284K Sell
6,183
-344
-5% -$14.9K 0.1% 78
2024
Q1
$283K Sell
6,527
-269
-4% -$11.4K 0.1% 80
2023
Q4
$270K Sell
6,796
-323
-5% -$11.9K 0.1% 81
2023
Q3
$240K Buy
7,119
+3
+0% +$99 0.1% 88
2023
Q2
$238K Buy
7,116
+25
+0.4% +$805 0.1% 91
2023
Q1
$232K Buy
+7,091
New +$213K 0.1% 88
2022
Q2
Sell
-6,555
Closed -$204K 130
2022
Q1
$204K Sell
6,555
-1,190
-15% -$36K 0.09% 116
2021
Q4
$253K Buy
+7,745
New +$241K 0.11% 94

Other funds holding RELX