Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-11,668,473
Closed -$2.23M 44
2025
Q3
$2.23M Buy
11,668,473
+2,919,844
+33% +$3.5M 0.09% 42
2025
Q2
$14.9M Hold
8,748,629
0.53% 29
2025
Q1
$13.8M Hold
8,748,629
0.56% 29
2024
Q4
$15.7M Hold
8,748,629
0.53% 31
2024
Q3
$53M Hold
8,748,629
1.55% 19
2024
Q2
$46M Hold
8,748,629
1.29% 24
2024
Q1
$74.3M Hold
8,748,629
2.04% 15
2023
Q4
$57.7M Hold
8,748,629
1.45% 20
2023
Q3
$27M Hold
8,748,629
0.73% 30
2023
Q2
$23.6M Hold
8,748,629
0.66% 31
2023
Q1
$26M Hold
8,748,629
0.95% 34
2022
Q4
$22M Hold
8,748,629
0.93% 34
2022
Q3
$15.9M Buy
8,748,629
+5,050,000
+137% +$13.3M 0.66% 46
2022
Q2
$11.7M Buy
3,698,629
+3,000
+0.1% +$16.8K 0.56% 46
2022
Q1
$22.8M Buy
3,695,629
+844,168
+30% +$7.42M 0.91% 33
2021
Q4
$40.5M Hold
2,851,461
1.47% 21
2021
Q3
$22.8M Buy
2,851,461
+399,900
+16% +$6.36M 0.93% 32
2021
Q2
$70M Sell
2,451,561
-456,765
-16% -$13.3M 2.63% 12
2021
Q1
$84.5M Sell
2,908,326
-796,963
-22% -$18.5M 3.17% 11
2020
Q4
$44.2M Buy
3,705,289
+699,700
+23% +$4.93M 1.74% 19
2020
Q3
$20.7M Buy
3,005,589
+1,020,700
+51% +$6.93M 1.13% 31
2020
Q2
$12.3M Sell
1,984,889
-435,676
-18% -$2.07M 0.76% 36
2020
Q1
$9.68M Sell
2,420,565
-220,000
-8% -$1.11M 0.9% 27
2019
Q4
$14.5M Hold
2,640,565
1.1% 24
2019
Q3
$8.9M Buy
2,640,565
+1,310,865
+99% +$3.24M 0.94% 31
2019
Q2
$3.08M Buy
1,329,700
+749,332
+129% +$1.85M 0.34% 47
2019
Q1
$1.99M Hold
580,368
0.22% 50
2018
Q4
$1.22M Buy
580,368
+3,597
+0.6% +$10.5K 0.16% 50
2018
Q3
$1.73M Buy
576,771
+23,980
+4% +$80.2K 0.15% 54
2018
Q2
$2.09M Buy
552,791
+43,609
+9% +$163K 0.2% 47
2018
Q1
$1.94M Buy
+509,182
New +$2.12M 0.2% 41