Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21.5M Sell
357,847
-809
-0.2% -$49.2K 1.08% 24
2025
Q4
$23.3M Sell
358,656
-33,958
-9% -$2.34M 1.16% 23
2025
Q3
$28.4M Sell
392,614
-49,005
-11% -$3.67M 1.52% 16
2025
Q2
$30M Buy
441,619
+216,279
+96% +$12.6M 1.99% 11
2025
Q1
$12.2M Buy
225,340
+221,628
+5,971% +$16.5M 1% 24
2024
Q4
$315K Sell
3,712
-162
-4% -$13.3K 0.03% 385
2024
Q3
$260K Buy
3,874
+105
+3% +$6.78K 0.02% 392
2024
Q2
$243K Buy
3,769
+6
+0.2% +$420 0.02% 392
2024
Q1
$318K Sell
3,763
-11,373
-75% -$823K 0.03% 355
2023
Q4
$1.17M Buy
+15,136
New +$856K 0.05% 232

Other funds holding XYZ