Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$72.4K Buy
1,425
+146
+11% +$6.81K ﹤0.01% 1110
2025
Q4
$37.7K Buy
1,279
+82
+7% +$2.23K ﹤0.01% 1343
2025
Q3
$30.9K Sell
1,197
-81
-6% -$2.26K ﹤0.01% 1310
2025
Q2
$35.3K Buy
1,278
+171
+15% +$4.5K ﹤0.01% 1228
2025
Q1
$31.4K Buy
1,107
+336
+44% +$11.9K ﹤0.01% 1220
2024
Q4
$32.1K Buy
771
+219
+40% +$10.5K ﹤0.01% 1085
2024
Q3
$36.9K Sell
552
-81
-13% -$7.44K ﹤0.01% 971
2024
Q2
$75.2K Buy
633
+267
+73% +$33.8K ﹤0.01% 749
2024
Q1
$39K Buy
366
+201
+122% +$20.3K ﹤0.01% 877
2023
Q4
$16.4K Buy
165
+41
+33% +$3.45K ﹤0.01% 1133
2023
Q3
$12.8K Sell
124
-96
-44% -$10.7K ﹤0.01% 1209
2023
Q2
$26.7K Hold
220
﹤0.01% 1009
2023
Q1
$33.8K Sell
220
-4
-2% -$660 ﹤0.01% 942
2022
Q4
$41K Sell
224
-14
-6% -$2.29K ﹤0.01% 898
2022
Q3
$29K Sell
238
-77
-24% -$11.7K ﹤0.01% 1006
2022
Q2
$45K Sell
315
-111
-26% -$15.9K ﹤0.01% 945
2022
Q1
$73K Sell
426
-105
-20% -$17.7K ﹤0.01% 852
2021
Q4
$135K Buy
+531
New +$155K ﹤0.01% 745

Other funds holding MRNA