Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,232,701
Closed -$1.65M 67
2025
Q1
$1.65M Buy
7,232,701
+1,528,419
+27% +$690K 0.05% 67
2024
Q4
$6.9M Buy
5,704,282
+704,282
+14% +$740K 0.26% 52
2024
Q3
$3.27M Hold
5,000,000
0.1% 63
2024
Q2
$5M Hold
5,000,000
0.15% 58
2024
Q1
$6.3M Buy
5,000,000
+2,489,264
+99% +$3.87M 0.18% 57
2023
Q4
$6.85M Buy
+2,510,736
New +$5.66M 0.24% 54
2023
Q3
Sell
-228,277
Closed -$995K 64
2023
Q2
$995K Sell
228,277
-3,356,723
-94% -$15.1M 0.05% 53
2023
Q1
$16M Sell
3,585,000
-1,314,179
-27% -$8.41M 0.68% 42
2022
Q4
$41.3M Buy
4,899,179
+380,604
+8% +$2.64M 1.8% 22
2022
Q3
$27.7M Buy
+4,518,575
New +$18.9M 1.37% 29