Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$233K Sell
769
-24
-3% -$7.72K 0.05% 77
2025
Q4
$278K Sell
793
-74
-9% -$25.2K 0.06% 69
2025
Q3
$296K Buy
867
+33
+4% +$11.4K 0.06% 69
2025
Q2
$296K Buy
834
+17
+2% +$5.92K 0.06% 65
2025
Q1
$286K Buy
817
+159
+24% +$53.8K 0.07% 67
2024
Q4
$208K Buy
+658
New +$198K 0.05% 78
2023
Q3
Sell
-2,410
Closed -$572K 113
2023
Q2
$572K Buy
2,410
+296
+14% +$67.7K 0.79% 19
2023
Q1
$477K Buy
2,114
+524
+33% +$117K 0.1% 73
2022
Q4
$330K Buy
1,590
+111
+8% +$22.4K 0.08% 96
2022
Q3
$263K Sell
1,479
-718
-33% -$146K 0.07% 102
2022
Q2
$433K Buy
2,197
+324
+17% +$67K 0.12% 67
2022
Q1
$415K Buy
1,873
+824
+79% +$178K 0.11% 62
2021
Q4
$227K Sell
1,049
-169
-14% -$36.3K 0.06% 75
2021
Q3
$271K Buy
+1,218
New +$286K 0.59% 19
2021
Q1
Sell
-1,261
Closed -$276K 105
2020
Q4
$276K Buy
1,261
+14
+1% +$2.87K 0.12% 57
2020
Q3
$249K Sell
1,247
-140
-10% -$28K 0.13% 55
2020
Q2
$268K Sell
1,387
-391
-22% -$71.4K 0.16% 54
2020
Q1
$276K Sell
1,778
-127
-7% -$23.9K 0.19% 52
2019
Q4
$341K Buy
+1,905
New +$343K 0.21% 45

Other funds holding V