Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$49.6K Buy
78,801
+22,288
+39% +$16.8K ﹤0.01% 3323
2025
Q4
$49.6K Sell
56,513
-53,909
-49% -$57.6K ﹤0.01% 2835
2025
Q3
$150K Buy
110,422
+82,547
+296% +$125K 0.01% 1934
2025
Q2
$43.8K Sell
27,875
-35,386
-56% -$65.9K ﹤0.01% 2039
2025
Q1
$167K Sell
63,261
-7,977
-11% -$32K 0.01% 1749
2024
Q4
$302K Sell
71,238
-45,731
-39% -$176K 0.03% 1212
2024
Q3
$388K Buy
116,969
+48,760
+71% +$166K 0.03% 1012
2024
Q2
$211K Buy
+68,209
New +$225K 0.02% 1200
2024
Q1
Sell
-41,055
Closed -$229K 1931
2023
Q4
$229K Buy
41,055
+20,599
+101% +$118K 0.05% 851
2023
Q3
$109K Buy
+20,456
New +$166K 0.02% 1174

Other funds holding DCGO