Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$335K Buy
5,233
+2,824
+117% +$229K ﹤0.01% 1705
2025
Q4
$208K Buy
+2,409
New +$206K ﹤0.01% 1754
2023
Q2
Sell
-392
Closed -$30.9K 2096
2023
Q1
$30.9K Sell
392
-476
-55% -$36.7K ﹤0.01% 1933
2022
Q4
$63.6K Sell
868
-128
-13% -$8.26K ﹤0.01% 1668
2022
Q3
$58K Hold
996
﹤0.01% 1644
2022
Q2
$62K Buy
996
+35
+4% +$2.37K ﹤0.01% 1522
2022
Q1
$72K Sell
961
-73,141
-99% -$5.6M ﹤0.01% 1508
2021
Q4
$5.9M Sell
74,102
-34,012
-31% -$2.78M ﹤0.01% 965
2021
Q3
$9M Sell
108,114
-101,406
-48% -$8.69M 0.01% 865
2021
Q2
$18.4M Buy
+209,520
New +$19.2M 0.01% 701

Other funds holding MMS