Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$42.8K Sell
820
-224
-21% -$11.5K ﹤0.01% 1812
2025
Q4
$50.6K Buy
1,044
+334
+47% +$16.3K ﹤0.01% 1650
2025
Q3
$34K Buy
710
+256
+56% +$12.5K ﹤0.01% 1851
2025
Q2
$23.7K Buy
454
+89
+24% +$4.93K ﹤0.01% 1975
2025
Q1
$21.1K Hold
365
﹤0.01% 2031
2024
Q4
$19.8K Hold
365
﹤0.01% 2068
2024
Q3
$22.1K Hold
365
﹤0.01% 1991
2024
Q2
$18.9K Hold
365
﹤0.01% 1998
2024
Q1
$19.1K Hold
365
﹤0.01% 2019
2023
Q4
$19.2K Buy
365
+176
+93% +$8.52K ﹤0.01% 1950
2023
Q3
$8.07K Sell
189
-38
-17% -$1.86K ﹤0.01% 2315
2023
Q2
$11.5K Sell
227
-38
-14% -$2.11K ﹤0.01% 2176
2023
Q1
$15.1K Hold
265
﹤0.01% 2016
2022
Q4
$13.6K Sell
265
-62
-19% -$3.15K ﹤0.01% 1991
2022
Q3
$15K Hold
327
﹤0.01% 1891
2022
Q2
$19K Sell
327
-19
-5% -$1.03K ﹤0.01% 1816
2022
Q1
$17K Sell
346
-14
-4% -$684 ﹤0.01% 1935
2021
Q4
$17K Sell
360
-219
-38% -$9.49K ﹤0.01% 1864
2021
Q3
$25K Sell
579
-1
-0.2% -$50 ﹤0.01% 1663
2021
Q2
$31K Hold
580
﹤0.01% 1530
2021
Q1
$27K Sell
580
-108
-16% -$4.72K ﹤0.01% 1455
2020
Q4
$30K Buy
688
+122
+22% +$4.87K ﹤0.01% 1300
2020
Q3
$22K Buy
566
+382
+208% +$16K ﹤0.01% 1332
2020
Q2
$8K Buy
184
+149
+426% +$7.28K ﹤0.01% 1657
2020
Q1
$2K Sell
35
-143
-80% -$8.47K ﹤0.01% 2015
2019
Q4
$11K Hold
178
﹤0.01% 1454
2019
Q3
$11K Hold
178
﹤0.01% 1420
2019
Q2
$11K Hold
178
﹤0.01% 1396
2019
Q1
$10K Hold
178
﹤0.01% 1422
2018
Q4
$9K Buy
+178
New +$8.87K ﹤0.01% 1396

Other funds holding UTL