Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-34,951
Closed -$3.99M 4792
2025
Q4
$3.95M Sell
34,951
-5,192
-13% -$627K 0.01% 1598
2025
Q3
$5.81M Buy
40,143
+28,141
+234% +$4.22M 0.01% 1369
2025
Q2
$2.03M Buy
12,002
+7,332
+157% +$1.18M ﹤0.01% 2099
2025
Q1
$720K Sell
4,670
-5,955
-56% -$953K ﹤0.01% 2949
2024
Q4
$1.8M Buy
+10,625
New +$1.89M ﹤0.01% 2518
2024
Q3
Sell
-14,811
Closed -$2.55M 4557
2024
Q2
$2.55M Sell
14,811
-2,146
-13% -$442K 0.01% 1863
2024
Q1
$4.42M Sell
16,957
-4,989
-23% -$1.13M 0.02% 1534
2023
Q4
$4.38M Sell
21,946
-23,023
-51% -$4.14M 0.02% 1479
2023
Q3
$7.64M Buy
44,969
+20,163
+81% +$4.01M 0.04% 926
2023
Q2
$5.12M Buy
24,806
+23,740
+2,227% +$4.9M 0.03% 1066
2023
Q1
$244K Sell
1,066
-6,142
-85% -$1.29M ﹤0.01% 2691
2022
Q4
$1.39M Buy
7,208
+5,881
+443% +$1.13M 0.01% 1600
2022
Q3
$250K Sell
1,327
-6,223
-82% -$1.3M ﹤0.01% 2582
2022
Q2
$1.45M Buy
7,550
+5,078
+205% +$1.03M 0.01% 1380
2022
Q1
$541K Sell
2,472
-6,498
-72% -$1.57M ﹤0.01% 1967
2021
Q4
$2.72M Buy
+8,970
New +$2.59M 0.01% 1075
2021
Q3
Sell
-1,138
Closed -$282K 3262
2021
Q2
$282K Sell
1,138
-3,343
-75% -$770K ﹤0.01% 2580
2021
Q1
$977K Buy
+4,481
New +$1.12M 0.01% 1523
2019
Q3
Sell
-1,490
Closed -$204K 2572
2019
Q2
$204K Buy
+1,490
New +$201K ﹤0.01% 2099

Other funds holding NICE