Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-119,763
Closed -$118K 2280
2025
Q1
$118K Hold
119,763
﹤0.01% 1632
2024
Q4
$185K Hold
119,763
﹤0.01% 1530
2024
Q3
$232K Hold
119,763
﹤0.01% 1526
2024
Q2
$213K Buy
119,763
+15,293
+15% +$33K ﹤0.01% 1552
2024
Q1
$306K Sell
104,470
-13,537
-11% -$42.2K ﹤0.01% 1429
2023
Q4
$511K Hold
118,007
﹤0.01% 1274
2023
Q3
$301K Hold
118,007
﹤0.01% 1454
2023
Q2
$459K Buy
+118,007
New +$256K ﹤0.01% 1314
2021
Q4
Sell
-80,043
Closed -$1.59M 2273
2021
Q3
$1.59M Hold
80,043
0.01% 822
2021
Q2
$1.37M Buy
+80,043
New +$1.38M ﹤0.01% 960

Other funds holding OPEN