Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$287K Buy
42,708
+10,695
+33% +$113K 0.01% 2525
2025
Q4
$377K Buy
32,013
+5,918
+23% +$75.6K 0.01% 1863
2025
Q3
$466K Buy
+26,095
New +$451K 0.02% 1131
2025
Q1
Sell
-12,971
Closed -$220K 3091
2024
Q4
$220K Sell
12,971
-7,866
-38% -$113K 0.02% 1480
2024
Q3
$269K Buy
+20,837
New +$295K 0.02% 1262
2023
Q3
Sell
-28,599
Closed -$324K 1999
2023
Q2
$324K Buy
28,599
+18,448
+182% +$224K 0.06% 661
2023
Q1
$147K Buy
+10,151
New +$177K 0.03% 1031
2022
Q4
Sell
-10,663
Closed -$172K 1497
2022
Q3
$172K Buy
+10,663
New +$188K 0.04% 831

Other funds holding TASK