Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.2K Sell
103,626
-19,322
-16% -$14.5K ﹤0.01% 7225
2025
Q4
$108K Sell
122,948
-23,887
-16% -$25.5K ﹤0.01% 6876
2025
Q3
$200K Sell
146,835
-22,187
-13% -$33.6K ﹤0.01% 6673
2025
Q2
$265K Sell
169,022
-153,869
-48% -$287K ﹤0.01% 6521
2025
Q1
$852K Sell
322,891
-76,397
-19% -$307K ﹤0.01% 5422
2024
Q4
$1.69M Buy
399,288
+268,818
+206% +$1.04M ﹤0.01% 4890
2024
Q3
$433K Sell
130,470
-40,619
-24% -$138K ﹤0.01% 5333
2024
Q2
$529K Buy
171,089
+80,628
+89% +$265K ﹤0.01% 4958
2024
Q1
$365K Sell
90,461
-2,568
-3% -$9.69K ﹤0.01% 5432
2023
Q4
$520K Buy
93,029
+54,785
+143% +$315K ﹤0.01% 5072
2023
Q3
$204K Sell
38,244
-8,539
-18% -$69.3K ﹤0.01% 5366
2023
Q2
$438K Sell
46,783
-65,281
-58% -$573K ﹤0.01% 4935
2023
Q1
$969K Buy
112,064
+12,012
+12% +$106K ﹤0.01% 4126
2022
Q4
$707K Sell
100,052
-17,369
-15% -$146K ﹤0.01% 4389
2022
Q3
$1.16M Buy
117,421
+36,778
+46% +$332K ﹤0.01% 3628
2022
Q2
$576K Sell
80,643
-15,994
-17% -$117K ﹤0.01% 4157
2022
Q1
$894K Buy
96,637
+14,361
+17% +$108K ﹤0.01% 4215
2021
Q4
$769K Buy
82,276
+81,718
+14,645% +$758K ﹤0.01% 4620
2021
Q3
$6K Buy
+558
New +$5.54K ﹤0.01% 8412
2021
Q2
Sell
-641
Closed -$6K 9445
2021
Q1
$6K Buy
+641
New +$6.56K ﹤0.01% 8223

Other funds holding DCGO