Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$410K Buy
7,234
+834
+13% +$37.4K ﹤0.01% 2191
2025
Q4
$243K Buy
+6,400
New +$235K ﹤0.01% 2472
2024
Q2
Sell
-7,732
Closed -$245K 2670
2024
Q1
$245K Sell
7,732
-269
-3% -$8.53K ﹤0.01% 2389
2023
Q4
$272K Buy
+8,001
New +$260K ﹤0.01% 2364
2022
Q2
Sell
-8,629
Closed -$253K 2667
2022
Q1
$253K Sell
8,629
-427
-5% -$12.7K ﹤0.01% 2415
2021
Q4
$251K Buy
+9,056
New +$253K ﹤0.01% 2476
2013
Q3
Sell
-5,220
Closed -$214K 748
2013
Q2
$214K Buy
+5,220
New +$239K 0.01% 677

Other funds holding E