Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.5K Buy
1,963
+98
+5% +$1.05K ﹤0.01% 2289
2025
Q4
$25.1K Buy
1,865
+213
+13% +$3.4K ﹤0.01% 2015
2025
Q3
$28.6K Sell
1,652
-518
-24% -$10.8K ﹤0.01% 1927
2025
Q2
$53.3K Sell
2,170
-11
-0.5% -$251 ﹤0.01% 1549
2025
Q1
$45.9K Buy
2,181
+198
+10% +$5.62K ﹤0.01% 1619
2024
Q4
$68.3K Buy
1,983
+100
+5% +$3.1K ﹤0.01% 1414
2024
Q3
$45.6K Sell
1,883
-60
-3% -$1.52K ﹤0.01% 1624
2024
Q2
$56.3K Buy
1,943
+19
+1% +$488 ﹤0.01% 1453
2024
Q1
$52.1K Buy
1,924
+41
+2% +$1.15K ﹤0.01% 1530
2023
Q4
$54.1K Hold
1,883
﹤0.01% 1417
2023
Q3
$48.1K Sell
1,883
-2,025
-52% -$67.6K ﹤0.01% 1407
2023
Q2
$142K Buy
3,908
+1,925
+97% +$54.2K ﹤0.01% 881
2023
Q1
$66.6K Buy
1,983
+1,428
+257% +$29.2K ﹤0.01% 1244
2022
Q4
$6.21K Buy
555
+530
+2,120% +$6.64K ﹤0.01% 2367
2022
Q3
$0 Hold
25
﹤0.01% 3093
2022
Q2
$0 Hold
25
﹤0.01% 3083
2022
Q1
$1K Sell
25
-150
-86% -$3.61K ﹤0.01% 2930
2021
Q4
$5K Sell
175
-50
-22% -$2.02K ﹤0.01% 2373
2021
Q3
$10K Buy
225
+150
+200% +$7.63K ﹤0.01% 2046
2021
Q2
$5K Buy
75
+45
+150% +$2.8K ﹤0.01% 2251
2021
Q1
$2K Buy
+30
New +$3.49K ﹤0.01% 2427

Other funds holding AI