Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-43,060
Closed -$667K 4895
2025
Q3
$667K Buy
+43,060
New +$665K ﹤0.01% 2989
2024
Q4
Sell
-8,287
Closed -$217K 5526
2024
Q3
$217K Buy
+8,287
New +$196K ﹤0.01% 3638
2023
Q3
Sell
-17,823
Closed -$423K 4222
2023
Q2
$423K Buy
+17,823
New +$473K ﹤0.01% 2734
2023
Q1
Sell
-3,854
Closed -$184K 3780
2022
Q4
$184K Sell
3,854
-18,886
-83% -$910K ﹤0.01% 2817
2022
Q3
$1.02M Buy
22,740
+20,291
+829% +$1.41M 0.01% 1756
2022
Q2
$163K Buy
+2,449
New +$206K ﹤0.01% 2531
2022
Q1
Sell
-7,610
Closed -$957K 3449
2021
Q4
$957K Buy
+7,610
New +$928K ﹤0.01% 1729
2021
Q3
Sell
-4,869
Closed -$491K 3378
2021
Q2
$491K Buy
+4,869
New +$432K ﹤0.01% 2138
2020
Q3
Sell
-8,707
Closed -$522K 2800
2020
Q2
$522K Buy
8,707
+3,571
+70% +$180K 0.01% 1296
2020
Q1
$265K Sell
5,136
-7,906
-61% -$533K 0.01% 1353
2019
Q4
$921K Buy
+13,042
New +$825K 0.01% 1377
2018
Q4
Sell
-4,520
Closed -$246K 2203
2018
Q3
$246K Sell
4,520
-183
-4% -$9.66K ﹤0.01% 1647
2018
Q2
$247K Buy
4,703
+1,905
+68% +$98.1K ﹤0.01% 1464
2018
Q1
$139K Sell
2,798
-14,426
-84% -$738K ﹤0.01% 1545
2017
Q4
$947K Buy
+17,224
New +$971K 0.02% 856
2017
Q3
Sell
-6,354
Closed -$372K 1844
2017
Q2
$372K Buy
+6,354
New +$376K 0.01% 1058
2017
Q1
Sell
-10,766
Closed -$648K 1870
2016
Q4
$648K Buy
+10,766
New +$613K 0.03% 692
2016
Q3
Sell
-3,171
Closed -$148K 1228
2016
Q2
$148K Buy
+3,171
New +$149K 0.01% 946
2016
Q1
Sell
-8,937
Closed -$510K 1418
2015
Q4
$510K Buy
+8,937
New +$547K 0.06% 527

Other funds holding SAFE