Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$67.8K Buy
3,936
+952
+32% +$14.2K ﹤0.01% 1548
2025
Q4
$41.4K Buy
2,984
+2,716
+1,013% +$51.8K ﹤0.01% 1758
2025
Q3
$9.01K Sell
268
-408
-60% -$15.9K ﹤0.01% 2448
2025
Q2
$28.2K Sell
676
-322
-32% -$12.8K ﹤0.01% 1896
2025
Q1
$42.1K Sell
998
-437
-30% -$19.4K ﹤0.01% 1681
2024
Q4
$69.8K Sell
1,435
-744
-34% -$43.4K ﹤0.01% 1408
2024
Q3
$144K Sell
2,179
-1,509
-41% -$92.4K ﹤0.01% 1033
2024
Q2
$212K Buy
3,688
+293
+9% +$17.5K ﹤0.01% 795
2024
Q1
$216K Sell
3,395
-450
-12% -$26.3K ﹤0.01% 801
2023
Q4
$242K Buy
3,845
+1,695
+79% +$98.3K 0.01% 721
2023
Q3
$144K Buy
2,150
+91
+4% +$7.88K ﹤0.01% 874
2023
Q2
$215K Sell
2,059
-28
-1% -$3.15K 0.01% 729
2023
Q1
$255K Buy
2,087
+540
+35% +$68K 0.01% 640
2022
Q4
$193K Buy
1,547
+35
+2% +$4.29K 0.01% 721
2022
Q3
$160K Buy
1,512
+138
+10% +$14.9K 0.01% 755
2022
Q2
$147K Buy
1,374
+66
+5% +$8.06K 0.01% 812
2022
Q1
$172K Buy
1,308
+29
+2% +$3.41K 0.01% 782
2021
Q4
$141K Buy
1,279
+511
+67% +$51.4K ﹤0.01% 867
2021
Q3
$70K Sell
768
-738
-49% -$72.8K ﹤0.01% 1136
2021
Q2
$163K Buy
1,506
+603
+67% +$69.8K 0.01% 745
2021
Q1
$100K Sell
903
-1,232
-58% -$137K ﹤0.01% 875
2020
Q4
$245K Buy
2,135
+330
+18% +$36.7K 0.01% 470
2020
Q3
$191K Buy
1,805
+1,318
+271% +$141K 0.01% 493
2020
Q2
$49K Buy
487
+48
+11% +$4.43K ﹤0.01% 963
2020
Q1
$36K Buy
439
+78
+22% +$7.24K ﹤0.01% 1015
2019
Q4
$36K Buy
361
+6
+2% +$558 ﹤0.01% 1088
2019
Q3
$31K Buy
355
+24
+7% +$2.06K ﹤0.01% 1087
2019
Q2
$27K Sell
331
-21
-6% -$1.65K ﹤0.01% 1107
2019
Q1
$27K Sell
352
-48
-12% -$3.52K ﹤0.01% 1068
2018
Q4
$26K Buy
400
+231
+137% +$16.2K ﹤0.01% 1057
2018
Q3
$13K Buy
169
+68
+67% +$5.12K ﹤0.01% 1306
2018
Q2
$8K Buy
101
+6
+6% +$445 ﹤0.01% 1435
2018
Q1
$6K Buy
+95
New +$7.08K ﹤0.01% 1359
2016
Q4
Sell
-50
Closed -$2K 584
2016
Q3
$2K Buy
50
+12
+32% +$494 ﹤0.01% 1419
2016
Q2
$2K Sell
38
-102
-73% -$4K ﹤0.01% 1227
2016
Q1
$5K Buy
140
+39
+39% +$1.26K ﹤0.01% 1001
2015
Q4
$3K Hold
101
﹤0.01% 1006
2015
Q3
$3K Buy
101
+91
+910% +$3.53K ﹤0.01% 940
2015
Q2
$0 Buy
+10
New +$497 ﹤0.01% 1088
2013
Q3
Sell
-461
Closed -$24K 685
2013
Q2
$24K Buy
+461
New +$24.3K 0.01% 242

Other funds holding FMC