Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-927
Closed -$49K 1047
2024
Q4
$49K Hold
927
﹤0.01% 571
2024
Q3
$51K Hold
927
﹤0.01% 553
2024
Q2
$55K Sell
927
-25
-3% -$1.6K ﹤0.01% 527
2024
Q1
$66K Buy
952
+25
+3% +$1.79K ﹤0.01% 517
2023
Q4
$75K Sell
927
-314
-25% -$22.5K ﹤0.01% 484
2023
Q3
$80K Hold
1,241
﹤0.01% 455
2023
Q2
$105K Buy
1,241
+314
+34% +$29.6K 0.01% 414
2023
Q1
$103K Hold
927
0.01% 414
2022
Q4
$111K Hold
927
0.01% 383
2022
Q3
$93K Hold
927
0.01% 398
2022
Q2
$68K Hold
927
﹤0.01% 482
2022
Q1
$115K Hold
927
0.01% 406
2021
Q4
$203K Hold
927
0.01% 320
2021
Q3
$193K Hold
927
0.01% 325
2021
Q2
$191K Hold
927
0.01% 327
2021
Q1
$187K Sell
927
-373
-29% -$78.1K 0.01% 325
2020
Q4
$231K Sell
1,300
-410
-24% -$61.7K 0.02% 274
2020
Q3
$208K Sell
1,710
-593
-26% -$69.4K 0.02% 278
2020
Q2
$245K Sell
2,303
-40
-2% -$2.96K 0.02% 241
2020
Q1
$91K Buy
2,343
+651
+38% +$31.8K 0.01% 347
2019
Q4
$75K Buy
+1,692
New +$80.6K 0.01% 449

Other funds holding ETSY