Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3,187
Closed -$77.7K 1845
2025
Q2
$77.7K Sell
3,187
-3,182
-50% -$57.9K 0.01% 1375
2025
Q1
$100K Buy
+6,369
New +$106K 0.01% 1204
2024
Q2
Sell
-1,587
Closed -$41.8K 1669
2024
Q1
$41.8K Buy
+1,587
New +$41.3K 0.01% 1377
2023
Q4
Sell
-2,239
Closed -$38.4K 1617
2023
Q3
$38.4K Sell
2,239
-4,982
-69% -$81.6K 0.01% 1303
2023
Q2
$114K Buy
7,221
+1,154
+19% +$18.9K 0.03% 751
2023
Q1
$85.3K Buy
+6,067
New +$89.5K 0.03% 866
2022
Q4
Sell
-7,760
Closed -$111K 1579
2022
Q3
$111K Buy
+7,760
New +$125K 0.05% 534

Other funds holding BASE