Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$180K Buy
597
+442
+285% +$142K 0.01% 159
2025
Q4
$275K Sell
155
-16,629
-99% -$5.67M 0.02% 123
2025
Q3
$5.73M Buy
16,784
+12,794
+321% +$4.43M 0.37% 52
2025
Q2
$46K Sell
3,990
-35,803
-90% -$12.5M ﹤0.01% 260
2025
Q1
$13.9M Buy
39,793
+405
+1% +$137K 1.15% 26
2024
Q4
$12.4M Sell
39,388
-266
-0.7% -$80K 0.95% 27
2024
Q3
$10.9M Sell
39,654
-79,316
-67% -$21.4M 0.86% 30
2024
Q2
$31.2M Buy
118,970
+224
+0.2% +$61.4K 2.52% 9
2024
Q1
$33.1M Buy
118,746
+2,998
+3% +$828K 2.8% 8
2023
Q4
$30.1M Sell
115,748
-10,678
-8% -$2.63M 2.88% 7
2023
Q3
$29.1M Buy
126,426
+1,979
+2% +$476K 3.16% 7
2023
Q2
$29.6M Buy
124,447
+2,218
+2% +$508K 3.12% 4
2023
Q1
$27.6M Buy
122,229
+47,476
+64% +$10.6M 3.24% 4
2022
Q4
$15.5M Sell
74,753
-48,163
-39% -$9.71M 1.87% 16
2022
Q3
$21.8M Sell
122,916
-1,529
-1% -$311K 2.86% 7
2022
Q2
$24.5M Buy
124,445
+309
+0.2% +$63.9K 2.97% 6
2022
Q1
$27.5M Buy
124,136
+34,133
+38% +$7.38M 2.73% 8
2021
Q4
$19.5M Sell
90,003
-21,508
-19% -$4.62M 1.86% 16
2021
Q3
$24.8M Sell
111,511
-23,806
-18% -$5.58M 2.59% 9
2021
Q2
$31.6M Buy
135,317
+6,650
+5% +$1.52M 3.32% 5
2021
Q1
$27.2M Sell
128,667
-51
-0% -$10.7K 3.11% 5
2020
Q4
$28.2M Sell
128,718
-10,652
-8% -$2.18M 3.41% 5
2020
Q3
$27.9M Buy
+139,370
New +$27.8M 3.95% 3
2020
Q1
$18.9M Buy
117,590
+24,361
+26% +$4.59M 3.7% 3
2019
Q4
$17.5M Sell
93,229
-8,472
-8% -$1.53M 2.65% 9
2019
Q3
$17.5M Buy
101,701
+6,402
+7% +$1.14M 2.96% 6
2019
Q2
$16.5M Buy
95,299
+3,049
+3% +$499K 2.92% 6
2019
Q1
$14.4M Buy
92,250
+3,954
+4% +$570K 2.64% 10
2018
Q4
$11.7M Buy
88,296
+30,741
+53% +$4.25M 2.54% 14
2018
Q3
$8.64M Sell
57,555
-720
-1% -$102K 1.67% 27
2018
Q2
$7.72M Buy
58,275
+290
+0.5% +$37.3K 1.57% 26
2018
Q1
$6.94M Buy
57,985
+1,379
+2% +$167K 1.44% 30
2017
Q4
$6.45M Buy
56,606
+552
+1% +$61K 1.39% 33
2017
Q3
$5.9M Sell
56,054
-1,715
-3% -$174K 1.33% 34
2017
Q2
$5.42M Sell
57,769
-26,775
-32% -$2.48M 1.32% 34
2017
Q1
$7.51M Sell
84,544
-220
-0.3% -$18.9K 1.63% 25
2016
Q4
$6.61M Sell
84,764
-490
-0.6% -$39.4K 1.76% 31
2016
Q3
$7.05M Buy
85,254
+1,485
+2% +$119K 1.93% 25
2016
Q2
$6.21M Buy
83,769
+1,615
+2% +$126K 1.76% 29
2016
Q1
$6.28M Buy
82,154
+2,322
+3% +$169K 1.83% 27
2015
Q4
$6.19M Buy
79,832
+244
+0.3% +$18.9K 1.82% 27
2015
Q3
$5.54M Buy
79,588
+1,816
+2% +$130K 1.76% 26
2015
Q2
$5.22M Buy
+77,772
New +$5.27M 1.57% 32
2015
Q1
Sell
-80,472
Closed -$5.28M 104
2014
Q4
$5.28M Buy
80,472
+120
+0.1% +$7.22K 1.54% 32
2014
Q3
$4.29M Sell
80,352
-372
-0.5% -$20K 1.42% 32
2014
Q2
$4.25M Buy
80,724
+200
+0.2% +$10.5K 1.44% 31
2014
Q1
$4.34M Buy
80,524
+688
+0.9% +$38.2K 1.54% 28
2013
Q4
$4.44M Sell
79,836
-420
-0.5% -$21.2K 1.61% 27
2013
Q3
$3.83M Sell
80,256
-27,340
-25% -$1.26M 1.55% 27
2013
Q2
$4.92M Buy
+107,596
New +$4.71M 2.12% 19

Other funds holding V