Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$115K Buy
37,491
+20,146
+116% +$102K ﹤0.01% 3064
2025
Q4
$146K Sell
17,345
-6,282
-27% -$73.9K ﹤0.01% 2518
2025
Q3
$374K Sell
23,627
-77,977
-77% -$1.21M 0.02% 1321
2025
Q2
$1.42M Buy
101,604
+79,663
+363% +$801K 0.06% 477
2025
Q1
$170K Sell
21,941
-11,902
-35% -$95.3K 0.01% 1743
2024
Q4
$240K Buy
33,843
+20,977
+163% +$170K 0.02% 1406
2024
Q3
$96.6K Buy
+12,866
New +$98.2K 0.01% 1613
2023
Q3
Sell
-39,972
Closed -$586K 1661
2023
Q2
$586K Buy
39,972
+11,124
+39% +$164K 0.11% 281
2023
Q1
$409K Sell
28,848
-4,223
-13% -$59.5K 0.09% 430
2022
Q4
$471K Buy
33,071
+10,387
+46% +$161K 0.1% 322
2022
Q3
$408K Buy
22,684
+15,440
+213% +$405K 0.1% 334
2022
Q2
$201K Buy
+7,244
New +$266K 0.08% 468

Other funds holding DOMO