Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.84M Buy
156,180
+48,774
+45% +$2.19M ﹤0.01% 2094
2025
Q4
$4.08M Buy
107,406
+8,291
+8% +$305K ﹤0.01% 2722
2025
Q3
$3.46M Buy
99,115
+51,649
+109% +$1.78M ﹤0.01% 2806
2025
Q2
$1.54M Buy
47,466
+7,870
+20% +$233K ﹤0.01% 3362
2025
Q1
$1.22M Buy
39,596
+6,755
+21% +$197K ﹤0.01% 3378
2024
Q4
$899K Buy
32,841
+8,176
+33% +$240K ﹤0.01% 3579
2024
Q3
$748K Buy
24,665
+3,224
+15% +$101K ﹤0.01% 3665
2024
Q2
$660K Buy
21,441
+3,520
+20% +$112K ﹤0.01% 3620
2024
Q1
$568K Buy
17,921
+6,253
+54% +$198K ﹤0.01% 3670
2023
Q4
$397K Buy
11,668
+1,868
+19% +$60.7K ﹤0.01% 3852
2023
Q3
$313K Buy
9,800
+2,156
+28% +$66.5K ﹤0.01% 3882
2023
Q2
$220K Sell
7,644
-342
-4% -$9.91K ﹤0.01% 4086
2023
Q1
$224K Sell
7,986
-240
-3% -$7.03K ﹤0.01% 3957
2022
Q4
$236K Buy
+8,226
New +$222K ﹤0.01% 3854
2022
Q2
Sell
-67,947
Closed -$1.99M 4450
2022
Q1
$1.99M Buy
67,947
+10,239
+18% +$305K ﹤0.01% 2067
2021
Q4
$1.6M Buy
57,708
+50,121
+661% +$1.4M ﹤0.01% 2258
2021
Q3
$203K Buy
+7,587
New +$185K ﹤0.01% 3975
2019
Q1
Sell
-8,222
Closed -$259K 3202
2018
Q4
$259K Sell
8,222
-786
-9% -$26.7K ﹤0.01% 2583
2018
Q3
$339K Buy
+9,008
New +$339K ﹤0.01% 2572
2016
Q1
Sell
-9,393
Closed -$274K 3130
2015
Q4
$274K Buy
+9,393
New +$303K ﹤0.01% 2597
2014
Q2
Sell
-4,595
Closed -$231K 2698
2014
Q1
$231K Sell
4,595
-1,553
-25% -$73.6K ﹤0.01% 2326
2013
Q4
$298K Buy
+6,148
New +$294K ﹤0.01% 2121

Other funds holding E