Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
43,264
-289
-0.7% -$2.94K 0.16% 141
2025
Q1
$437K Sell
43,553
-2,206
-5% -$21.5K 0.16% 142
2024
Q4
$453K Sell
45,759
-441
-1% -$4.7K 0.16% 136
2024
Q3
$488K Buy
46,200
+31,863
+222% +$365K 0.18% 134
2024
Q2
$180K Buy
14,337
+147
+1% +$1.82K 0.07% 194
2024
Q1
$188K Sell
14,190
-4,977
-26% -$60.3K 0.07% 202
2023
Q4
$234K Sell
19,167
-2,612
-12% -$29.1K 0.1% 180
2023
Q3
$271K Sell
21,779
-1,483
-6% -$19.3K 0.13% 156
2023
Q2
$352K Sell
23,262
-347
-1% -$4.39K 0.16% 136
2023
Q1
$297K Buy
23,609
+731
+3% +$9.15K 0.14% 151
2022
Q4
$266K Buy
22,878
+927
+4% +$11.9K 0.14% 162
2022
Q3
$246K Buy
21,951
+2,343
+12% +$32.8K 0.14% 158
2022
Q2
$218K Buy
19,608
+835
+4% +$11.4K 0.12% 178
2022
Q1
$317K Buy
18,773
+989
+6% +$18.8K 0.15% 148
2021
Q4
$369K Buy
17,784
+549
+3% +$10.1K 0.16% 143
2021
Q3
$244K Hold
17,235
0.12% 177
2021
Q2
$256K Buy
17,235
+300
+2% +$3.99K 0.12% 169
2021
Q1
$207K Hold
16,935
0.11% 182
2020
Q4
$148K Sell
16,935
-4,540
-21% -$38K 0.08% 183
2020
Q3
$143K Sell
21,475
-811
-4% -$5.49K 0.08% 172
2020
Q2
$135K Buy
22,286
+7,695
+53% +$42.6K 0.09% 156
2020
Q1
$70K Sell
14,591
-196
-1% -$1.47K 0.06% 142
2019
Q4
$137K Sell
14,787
-763
-5% -$6.86K 0.08% 196
2019
Q3
$142K Sell
15,550
-787
-5% -$7.48K 0.09% 158
2019
Q2
$167K Sell
16,337
-203
-1% -$2K 0.11% 156
2019
Q1
$145K Sell
16,540
-369
-2% -$3.17K 0.1% 152
2018
Q4
$129K Buy
+16,909
New +$151K 0.11% 144

Other funds holding F