Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.32M Sell
23,353
-21,779
-48% -$977K ﹤0.01% 2255
2025
Q4
$1.71M Sell
45,132
-9,996
-18% -$367K ﹤0.01% 2042
2025
Q3
$1.93M Buy
55,128
+5,716
+12% +$197K ﹤0.01% 1949
2025
Q2
$1.6M Buy
49,412
+8,291
+20% +$246K ﹤0.01% 1995
2025
Q1
$1.27M Buy
41,121
+4,411
+12% +$129K ﹤0.01% 2075
2024
Q4
$1M Buy
36,710
+231
+0.6% +$6.77K ﹤0.01% 2231
2024
Q3
$1.11M Buy
36,479
+26,013
+249% +$815K ﹤0.01% 2166
2024
Q2
$322K Sell
10,466
-15,917
-60% -$505K ﹤0.01% 2877
2024
Q1
$837K Sell
26,383
-13
-0% -$412 ﹤0.01% 2303
2023
Q4
$898K Buy
+26,396
New +$858K ﹤0.01% 2207
2023
Q2
Sell
-8,284
Closed -$232K 3341
2023
Q1
$232K Buy
+8,284
New +$243K ﹤0.01% 2960
2022
Q3
Sell
-53,415
Closed -$1.27M 3309
2022
Q2
$1.27M Sell
53,415
-241
-0.4% -$6.88K ﹤0.01% 1821
2022
Q1
$1.57M Buy
53,656
+11,136
+26% +$331K ﹤0.01% 1804
2021
Q4
$1.18M Buy
+42,520
New +$1.19M ﹤0.01% 2002
2020
Q1
Sell
-74,171
Closed -$2.3M 2882
2019
Q4
$2.3M Buy
74,171
+1,325
+2% +$40.6K ﹤0.01% 1251
2019
Q3
$2.22M Buy
72,846
+4,898
+7% +$152K 0.01% 1245
2019
Q2
$2.24M Buy
67,948
+6,811
+11% +$225K 0.01% 1258
2019
Q1
$2.15M Sell
61,137
-2,287
-4% -$77.6K 0.01% 1196
2018
Q4
$2M Buy
63,424
+3,441
+6% +$117K 0.01% 1153
2018
Q3
$2.25M Sell
59,983
-742
-1% -$28K 0.01% 1196
2018
Q2
$2.26M Sell
60,725
-12,625
-17% -$474K 0.01% 1141
2018
Q1
$2.59M Buy
73,350
+2,605
+4% +$90.4K 0.01% 1039
2017
Q4
$2.35M Sell
70,745
-1,912
-3% -$63K 0.01% 1078
2017
Q3
$2.4M Buy
72,657
+559
+0.8% +$17.6K 0.01% 1035
2017
Q2
$2.17M Sell
72,098
-2,717
-4% -$86.3K 0.01% 1066
2017
Q1
$2.45M Buy
74,815
+7,240
+11% +$230K 0.01% 1004
2016
Q4
$2.18M Sell
67,575
-9,155
-12% -$268K 0.01% 1000
2016
Q3
$2.22M Buy
76,730
+57,216
+293% +$1.74M 0.01% 950
2016
Q2
$631K Sell
19,514
-1,050
-5% -$32.3K ﹤0.01% 1623
2016
Q1
$622K Sell
20,564
-8,365
-29% -$238K ﹤0.01% 1469
2015
Q4
$864K Sell
28,929
-517
-2% -$16.7K ﹤0.01% 1379
2015
Q3
$922K Sell
29,446
-570
-2% -$19.1K 0.01% 1253
2015
Q2
$1.07M Sell
30,016
-245
-0.8% -$9.03K 0.01% 1334
2015
Q1
$1.05M Sell
30,261
-4,660
-13% -$162K 0.01% 1263
2014
Q4
$1.22M Buy
+34,921
New +$1.39M 0.01% 1160
2014
Q3
Sell
-5,430
Closed -$298K 2245
2014
Q2
$298K Buy
5,430
+298
+6% +$15.4K ﹤0.01% 1783
2014
Q1
$257K Buy
+5,132
New +$243K ﹤0.01% 1805

Other funds holding E