Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-27,739
Closed -$380K 2112
2025
Q4
$380K Buy
+27,739
New +$394K 0.03% 1014
2023
Q4
Sell
-19,948
Closed -$355K 1871
2023
Q3
$355K Buy
+19,948
New +$431K 0.03% 985
2023
Q1
Sell
-8,167
Closed -$389K 1880
2022
Q4
$389K Sell
8,167
-8,439
-51% -$407K 0.05% 761
2022
Q3
$749K Buy
16,606
+14,495
+687% +$1.01M 0.1% 298
2022
Q2
$141K Sell
2,111
-3,174
-60% -$267K 0.02% 1164
2022
Q1
$602K Sell
5,285
-4,824
-48% -$564K 0.08% 421
2021
Q4
$1.27M Buy
10,109
+5,002
+98% +$610K 0.16% 120
2021
Q3
$623K Buy
+5,107
New +$615K 0.06% 559
2021
Q2
Sell
-2,345
Closed -$203K 1565
2021
Q1
$203K Sell
2,345
-1,005
-30% -$80.7K 0.03% 902
2020
Q4
$242K Buy
+3,350
New +$218K 0.04% 870
2020
Q1
Sell
-13,804
Closed -$975K 1491
2019
Q4
$975K Buy
13,804
+11,324
+457% +$716K 0.11% 228
2019
Q3
$158K Sell
2,480
-9,167
-79% -$576K 0.02% 1219
2019
Q2
$704K Buy
+11,647
New +$557K 0.08% 450
2018
Q3
Sell
-9,975
Closed -$524K 1863
2018
Q2
$524K Buy
9,975
+7,623
+324% +$393K 0.03% 1135
2018
Q1
$116K Sell
2,352
-579
-20% -$29.6K 0.01% 1521
2017
Q4
$161K Sell
2,931
-4,496
-61% -$253K 0.01% 1445
2017
Q3
$427K Buy
7,427
+1,334
+22% +$76.6K 0.03% 1055
2017
Q2
$357K Buy
+6,093
New +$360K 0.02% 1182
2014
Q4
Sell
-4,027
Closed -$265K 1868
2014
Q3
$265K Sell
4,027
-842
-17% -$59.5K 0.01% 1344
2014
Q2
$355K Buy
4,869
+1,787
+58% +$127K 0.02% 1337
2014
Q1
$221K Sell
3,082
-1,107
-26% -$81.3K 0.02% 1323
2013
Q4
$291K Buy
4,189
+254
+6% +$15.8K 0.02% 1223
2013
Q3
$231K Buy
+3,935
New +$220K 0.02% 1313

Other funds holding SAFE