Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$302K Sell
23,010
-1,500
-6% -$26.4K 0.02% 652
2025
Q4
$651K Buy
+24,510
New +$665K 0.04% 458
2023
Q3
Sell
-13,616
Closed -$181K 922
2023
Q2
$181K Sell
13,616
-26,000
-66% -$352K 0.01% 675
2023
Q1
$585K Sell
39,616
-5,000
-11% -$70.9K 0.04% 287
2022
Q4
$496K Sell
44,616
-53,943
-55% -$543K 0.03% 383
2022
Q3
$815K Sell
98,559
-16,210
-14% -$169K 0.05% 395
2022
Q2
$1.12M Sell
114,769
-25,000
-18% -$291K 0.05% 401
2022
Q1
$1.83M Sell
139,769
-1,000
-0.7% -$15.1K 0.08% 289
2021
Q4
$2.55M Buy
+140,769
New +$3.04M 0.11% 202

Other funds holding KD