Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-80,000
Closed -$2.78M 1009
2025
Q4
$2.78M Hold
80,000
﹤0.01% 586
2025
Q3
$2.76M Buy
+80,000
New +$2.68M ﹤0.01% 580
2018
Q3
Sell
-13,068
Closed -$562K 777
2018
Q2
$562K Sell
13,068
-6,454
-33% -$271K ﹤0.01% 625
2018
Q1
$735K Sell
19,522
-294
-1% -$11.1K ﹤0.01% 720
2017
Q4
$762K Buy
19,816
+5,023
+34% +$182K ﹤0.01% 583
2017
Q3
$513K Buy
+14,793
New +$470K ﹤0.01% 636
2017
Q2
Sell
-6,422
Closed -$193K 941
2017
Q1
$193K Buy
+6,422
New +$195K ﹤0.01% 739

Other funds holding BP