Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Hold
2,000
﹤0.01% 1419
2025
Q4
$238K Hold
2,000
﹤0.01% 1444
2025
Q3
$200K Sell
2,000
-900
-31% -$107K ﹤0.01% 1536
2025
Q2
$374K Sell
2,900
-300
-9% -$36.5K ﹤0.01% 1426
2025
Q1
$409K Sell
3,200
-300
-9% -$43.1K ﹤0.01% 1286
2024
Q4
$535K Sell
3,500
-300
-8% -$50.8K ﹤0.01% 1163
2024
Q3
$680K Hold
3,800
﹤0.01% 1070
2024
Q2
$620K Buy
3,800
+100
+3% +$16.2K ﹤0.01% 1078
2024
Q1
$646K Sell
3,700
-400
-10% -$65.6K ﹤0.01% 1097
2023
Q4
$690K Sell
4,100
-300
-7% -$43.7K ﹤0.01% 1069
2023
Q3
$631K Sell
4,400
-200
-4% -$32.6K ﹤0.01% 1099
2023
Q2
$846K Buy
4,600
+400
+10% +$65.4K ﹤0.01% 998
2023
Q1
$668K Hold
4,200
﹤0.01% 1119
2022
Q4
$570K Buy
4,200
+400
+11% +$56K ﹤0.01% 1254
2022
Q3
$439K Buy
3,800
+100
+3% +$13.6K ﹤0.01% 1374
2022
Q2
$448K Sell
3,700
-100
-3% -$12.6K ﹤0.01% 1389
2022
Q1
$540K Sell
3,800
-400
-10% -$56.8K ﹤0.01% 1413
2021
Q4
$740K Sell
4,200
-800
-16% -$134K ﹤0.01% 1325
2021
Q3
$772K Sell
5,000
-100
-2% -$14.5K ﹤0.01% 1288
2021
Q2
$687K Buy
5,100
+500
+11% +$67.3K ﹤0.01% 1450
2021
Q1
$606K Sell
4,600
-100
-2% -$13.1K ﹤0.01% 1492
2020
Q4
$555K Hold
4,700
﹤0.01% 1421
2020
Q3
$495K Hold
4,700
﹤0.01% 1346
2020
Q2
$501K Buy
4,700
+400
+9% +$37.2K ﹤0.01% 1307
2020
Q1
$343K Buy
4,300
+1,600
+59% +$143K ﹤0.01% 1395
2019
Q4
$238K Hold
2,700
﹤0.01% 1642
2019
Q3
$220K Sell
2,700
-500
-16% -$40.6K ﹤0.01% 1618
2019
Q2
$301K Buy
3,200
+1,000
+45% +$85.3K ﹤0.01% 1582
2019
Q1
$186K Buy
2,200
+1,700
+340% +$128K ﹤0.01% 1692
2018
Q4
$31K Buy
+500
New +$32.2K ﹤0.01% 1944
2018
Q3
Sell
-3,000
Closed -$210K 2153
2018
Q2
$186K Sell
3,000
-11,400
-79% -$697K ﹤0.01% 1758
2018
Q1
$750K Sell
14,400
-500
-3% -$27.4K ﹤0.01% 1064
2017
Q4
$745K Sell
14,900
-7,500
-33% -$365K ﹤0.01% 1061
2017
Q3
$976K Sell
22,400
-2,200
-9% -$85.5K ﹤0.01% 872
2017
Q2
$885K Hold
24,600
﹤0.01% 889
2017
Q1
$653K Buy
24,600
+13,300
+118% +$324K ﹤0.01% 1179
2016
Q4
$237K Buy
11,300
+8,500
+304% +$162K ﹤0.01% 1527
2016
Q3
$48K Buy
+2,800
New +$46.1K ﹤0.01% 1767

Other funds holding NOVT