Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-937
Closed -$298K 402
2025
Q1
$298K Hold
937
﹤0.01% 352
2024
Q4
$319K Hold
937
﹤0.01% 352
2024
Q3
$353K Sell
937
-2,748
-75% -$951K 0.01% 338
2024
Q2
$1.13M Buy
3,685
+2,748
+293% +$995K 0.05% 203
2024
Q1
$378K Sell
937
-95
-9% -$37.1K 0.02% 309
2023
Q4
$411K Hold
1,032
0.01% 413
2023
Q3
$367K Hold
1,032
0.01% 455
2023
Q2
$387K Hold
1,032
0.01% 401
2023
Q1
$353K Sell
1,032
-156
-13% -$55.4K 0.01% 445
2022
Q4
$359K Buy
+1,188
New +$376K 0.01% 440

Other funds holding POOL