Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-78,800
Closed -$3.33M 1163
2025
Q1
$3.33M Sell
78,800
-10,000
-11% -$378K 0.18% 94
2024
Q4
$3.02M Buy
88,800
+7,600
+9% +$281K 0.13% 127
2024
Q3
$2.87M Hold
81,200
0.13% 123
2024
Q2
$3.07M Sell
81,200
-65,600
-45% -$2.5M 0.16% 102
2024
Q1
$5.99M Buy
146,800
+69,800
+91% +$3.19M 0.35% 50
2023
Q4
$3.75M Buy
+77,000
New +$2.8M 0.22% 82
2015
Q1
Sell
-400
Closed -$11K 791
2014
Q4
$11K Buy
+400
New +$13.3K ﹤0.01% 776
2014
Q1
Sell
-12,900
Closed -$381K 730
2013
Q4
$381K Buy
+12,900
New +$332K 0.02% 442

Other funds holding X