Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.34M Buy
+182,263
New +$2.47M 0.01% 1510
2025
Q2
Sell
-21,563
Closed -$309K 3604
2025
Q1
$309K Sell
21,563
-140,879
-87% -$2.07M ﹤0.01% 1764
2024
Q4
$2.2M Buy
+162,442
New +$2.51M 0.01% 699
2024
Q1
Sell
-327,995
Closed -$5.83M 3140
2023
Q4
$5.83M Buy
+327,995
New +$5.67M 0.04% 257
2022
Q2
Sell
-9,324
Closed -$243K 3810
2022
Q1
$243K Buy
+9,324
New +$230K ﹤0.01% 2377
2021
Q4
Sell
-21,258
Closed -$466K 4146
2021
Q3
$466K Buy
+21,258
New +$479K ﹤0.01% 2061
2021
Q2
Sell
-18,998
Closed -$378K 3589
2021
Q1
$378K Sell
18,998
-3,625
-16% -$75.3K ﹤0.01% 1977
2020
Q4
$447K Buy
+22,623
New +$426K 0.01% 1089

Other funds holding TU