Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,900,000
Closed -$660K 52
2025
Q1
$660K Hold
2,900,000
0.12% 36
2024
Q4
$3.51M Hold
2,900,000
0.41% 42
2024
Q3
$1.89M Hold
2,900,000
0.21% 51
2024
Q2
$2.9M Hold
2,900,000
0.33% 50
2024
Q1
$3.65M Hold
2,900,000
0.38% 49
2023
Q4
$7.92M Sell
2,900,000
-1,750,000
-38% -$3.94M 0.88% 31
2023
Q3
$10.6M Sell
4,650,000
-600,000
-11% -$2.23M 1.51% 25
2023
Q2
$22.9M Sell
5,250,000
-286,666
-5% -$1.29M 3.16% 12
2023
Q1
$24.6M Buy
5,536,666
+250,000
+5% +$1.6M 3.53% 10
2022
Q4
$44.5M Sell
5,286,666
-650,000
-11% -$4.52M 5.21% 5
2022
Q3
$36.3M Buy
+5,936,666
New +$24.9M 4.48% 8