Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.48M Hold
25,525
0.14% 40
2025
Q4
$6.94M Sell
25,525
-90,160
-78% -$24.2M 0.15% 38
2025
Q3
$29.5M Hold
115,685
0.66% 14
2025
Q2
$23.7M Hold
115,685
0.59% 19
2025
Q1
$25.7M Hold
115,685
0.83% 15
2024
Q4
$29M Buy
115,685
+108
+0.1% +$25.5K 0.92% 13
2024
Q3
$26.9M Hold
115,577
0.77% 11
2024
Q2
$24.3M Hold
115,577
0.79% 17
2024
Q1
$19.8M Buy
115,577
+113,600
+5,746% +$20.7M 0.62% 19
2023
Q4
$381K Hold
1,977
0.02% 110
2023
Q3
$338K Hold
1,977
0.02% 109
2023
Q2
$383K Hold
1,977
0.02% 107
2023
Q1
$326K Hold
1,977
0.02% 114
2022
Q4
$257K Hold
1,977
0.02% 113
2022
Q3
$273K Hold
1,977
0.02% 121
2022
Q2
$270K Hold
1,977
0.02% 120
2022
Q1
$345K Hold
1,977
0.02% 123
2021
Q4
$351K Hold
1,977
0.01% 129
2021
Q3
$280K Hold
1,977
0.01% 136
2021
Q2
$271K Buy
+1,977
New +$256K 0.01% 120
2017
Q4
Sell
-28,160
Closed -$1.08M 66
2017
Q3
$1.08M Hold
28,160
0.05% 48
2017
Q2
$1.01M Hold
28,160
0.05% 50
2017
Q1
$1.01M Hold
28,160
0.07% 54
2016
Q4
$815K Hold
28,160
0.06% 59
2016
Q3
$796K Hold
28,160
0.05% 59
2016
Q2
$673K Hold
28,160
0.05% 57
2016
Q1
$767K Hold
28,160
0.05% 53
2015
Q4
$741K Hold
28,160
0.05% 55
2015
Q3
$777K Buy
28,160
+160
+0.6% +$4.69K 0.06% 56
2015
Q2
$878K Hold
28,000
0.06% 59
2015
Q1
$871K Hold
28,000
0.06% 56
2014
Q4
$773K Hold
28,000
0.06% 60
2014
Q3
$705K Sell
28,000
-150,920
-84% -$3.7M 0.05% 61
2014
Q2
$4.16M Hold
178,920
0.29% 32
2014
Q1
$3.43M Hold
178,920
0.22% 40
2013
Q4
$3.58M Hold
178,920
0.23% 40
2013
Q3
$3.05M Sell
178,920
-28,000
-14% -$464K 0.19% 41
2013
Q2
$2.93M Buy
+206,920
New +$3.18M 0.17% 47

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