Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$303K Buy
2,017
+247
+14% +$40K ﹤0.01% 587
2025
Q4
$286K Buy
1,770
+65
+4% +$11.8K ﹤0.01% 589
2025
Q3
$334K Sell
1,705
-34
-2% -$6.74K ﹤0.01% 507
2025
Q2
$337K Buy
1,739
+436
+33% +$64.5K 0.01% 489
2025
Q1
$153K Buy
1,303
+405
+45% +$60.5K ﹤0.01% 633
2024
Q4
$124K Buy
898
+484
+117% +$67.2K ﹤0.01% 646
2024
Q3
$49.1K Buy
414
+231
+126% +$19.6K ﹤0.01% 879
2024
Q2
$15.7K Buy
183
+99
+118% +$8.29K ﹤0.01% 1153
2024
Q1
$5.85K Buy
+84
New +$4.16K ﹤0.01% 1363
2023
Q1
Sell
-14
Closed 1794
2022
Q4
$0 Hold
14
﹤0.01% 1845
2022
Q3
$0 Buy
+14
New +$339 ﹤0.01% 1991

Other funds holding VST