Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$45.9K Buy
+670
New +$45.3K ﹤0.01% 5967
2025
Q4
Sell
-1,631
Closed -$91.8K 11217
2025
Q3
$94K Buy
1,631
+1,568
+2,489% +$83.8K ﹤0.01% 5826
2025
Q2
$3K Sell
63
-12
-16% -$571 ﹤0.01% 8046
2025
Q1
$3K Buy
+75
New +$3.68K ﹤0.01% 7898
2023
Q2
Sell
-200
Closed -$8.72K 11206
2023
Q1
$7K Sell
200
-182
-48% -$7.78K ﹤0.01% 7855
2022
Q4
$15K Buy
382
+226
+145% +$8.96K ﹤0.01% 7174
2022
Q3
$5K Sell
156
-200
-56% -$6.95K ﹤0.01% 8829
2022
Q2
$11K Sell
356
-200
-36% -$7.08K ﹤0.01% 8225
2022
Q1
$19K Sell
556
-2,012
-78% -$86K ﹤0.01% 8317
2021
Q4
$117K Buy
+2,568
New +$122K ﹤0.01% 6001
2020
Q3
Sell
-132
Closed -$6K 9307
2020
Q2
$6K Sell
132
-200
-60% -$9.68K ﹤0.01% 6911
2020
Q1
$13K Buy
+332
New +$16.9K ﹤0.01% 6306
2019
Q1
Sell
-93
Closed -$2K 8566
2018
Q4
$2K Buy
+93
New +$2.38K ﹤0.01% 6621
2018
Q3
Sell
-1,746
Closed -$56.3K 8706
2018
Q2
$53K Buy
+1,746
New +$59K ﹤0.01% 4988
2017
Q3
Sell
-5,450
Closed -$169K 7359
2017
Q2
$176K Buy
5,450
+3,894
+250% +$108K 0.01% 1285
2017
Q1
$34K Buy
1,556
+1,106
+246% +$25.4K ﹤0.01% 2741
2016
Q4
$10K Sell
450
-1,370
-75% -$27.9K ﹤0.01% 3768
2016
Q3
$27K Buy
+1,820
New +$54.6K ﹤0.01% 2677

Other funds holding VVX