Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,402
Closed -$195K 2139
2025
Q4
$195K Sell
6,402
-98,559
-94% -$3.04M 0.01% 1460
2025
Q3
$3.27M Buy
104,961
+89,599
+583% +$2.94M 0.21% 90
2025
Q2
$526K Buy
15,362
+15,333
+52,872% +$554K 0.05% 573
2025
Q1
$1.07K Sell
29
-21,393
-100% -$805K ﹤0.01% 1923
2024
Q4
$829K Sell
21,422
-62,461
-74% -$2.28M 0.11% 295
2024
Q3
$2.94M Buy
83,883
+56,789
+210% +$1.98M 0.26% 51
2024
Q2
$1M Buy
27,094
+15,451
+133% +$592K 0.14% 237
2024
Q1
$459K Sell
11,643
-3,057
-21% -$127K 0.08% 391
2023
Q4
$696K Buy
+14,700
New +$649K 0.15% 237

Other funds holding YELP