Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.43M Buy
5,005
+730
+17% +$366K 0.73% 13
2025
Q4
$2.48M Sell
4,275
-17,000
-80% -$10.6M 0.62% 17
2025
Q3
$14.8M Hold
21,275
3.71% 9
2025
Q2
$16.3M Hold
21,275
4.09% 8
2025
Q1
$11.7M Buy
21,275
+17,000
+398% +$9.5M 3% 10
2024
Q4
$1.91M Sell
4,275
-30,140
-88% -$12.9M 0.48% 14
2024
Q3
$12.7M Sell
34,415
-5,840
-15% -$1.94M 3.27% 10
2024
Q2
$12.6M Sell
40,255
-1,020
-2% -$307K 3.62% 8
2024
Q1
$10.9M Hold
41,275
3.26% 9
2023
Q4
$7.76M Buy
+41,275
New +$7.21M 2.7% 10

Other funds holding SPOT