Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$583 Sell
66
-1
-1% -$13 ﹤0.01% 3989
2025
Q4
$1.01K Hold
67
﹤0.01% 3853
2025
Q3
$1.17K Sell
67
-9
-12% -$127 ﹤0.01% 3819
2025
Q2
$473 Hold
76
﹤0.01% 4010
2025
Q1
$533 Hold
76
﹤0.01% 4037
2024
Q4
$918 Hold
76
﹤0.01% 3966
2024
Q3
$530 Hold
76
﹤0.01% 3945
2024
Q2
$1.69K Hold
76
﹤0.01% 3744
2024
Q1
$3.33K Sell
76
-104
-58% -$5.78K ﹤0.01% 3620
2023
Q4
$14K Buy
180
+33
+22% +$2.27K ﹤0.01% 3197
2023
Q3
$12.5K Sell
147
-21
-13% -$2.4K ﹤0.01% 3083
2023
Q2
$19.2K Buy
168
+60
+56% +$5.96K ﹤0.01% 2997
2023
Q1
$12.3K Buy
108
+22
+26% +$3.73K ﹤0.01% 3206
2022
Q4
$15.4K Buy
86
+12
+16% +$2.88K ﹤0.01% 3132
2022
Q3
$20K Buy
74
+4
+6% +$1.02K ﹤0.01% 3020
2022
Q2
$10K Hold
70
﹤0.01% 3372
2022
Q1
$15K Sell
70
-30
-30% -$6.98K ﹤0.01% 3229
2021
Q4
$38K Buy
100
+30
+43% +$13K ﹤0.01% 2796
2021
Q3
$33K Hold
70
﹤0.01% 2870
2021
Q2
$50K Buy
70
+50
+250% +$27.2K ﹤0.01% 2682
2021
Q1
$11K Buy
+20
New +$12.8K ﹤0.01% 3255

Other funds holding STEM