Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,000
Closed -$245K 131
2024
Q4
$245K Hold
3,000
0.02% 121
2024
Q3
$209K Buy
+3,000
New +$188K 0.02% 126
2024
Q2
Sell
-4,450
Closed -$291K 134
2024
Q1
$291K Hold
4,450
0.03% 101
2023
Q4
$320K Hold
4,450
0.03% 99
2023
Q3
$311K Buy
4,450
+400
+10% +$27.8K 0.04% 96
2023
Q2
$275K Hold
4,050
0.03% 100
2023
Q1
$299K Hold
4,050
0.04% 96
2022
Q4
$274K Buy
4,050
+100
+3% +$7.6K 0.04% 98
2022
Q3
$291K Buy
3,950
+1,700
+76% +$162K 0.04% 98
2022
Q2
$243K Buy
+2,250
New +$237K 0.03% 104

Other funds holding ZM