Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$483K Buy
2,429
+440
+22% +$100K 0.09% 104
2025
Q4
$432K Buy
1,989
+235
+13% +$48.3K 0.08% 104
2025
Q3
$379K Buy
1,754
+788
+82% +$178K 0.07% 121
2025
Q2
$202K Buy
+966
New +$182K 0.04% 153
2024
Q2
Sell
-1,095
Closed -$211K 161
2024
Q1
$211K Sell
1,095
-60
-5% -$12.3K 0.05% 143
2023
Q4
$301K Hold
1,155
0.07% 110
2023
Q3
$221K Hold
1,155
0.06% 120
2023
Q2
$244K Sell
1,155
-133
-10% -$27.6K 0.06% 117
2023
Q1
$274K Sell
1,288
-610
-32% -$127K 0.08% 110
2022
Q4
$362K Sell
1,898
-424
-18% -$69.4K 0.11% 96
2022
Q3
$281K Sell
2,322
-578
-20% -$88.7K 0.1% 106
2022
Q2
$398K Sell
2,900
-123
-4% -$18.1K 0.14% 86
2022
Q1
$579K Buy
3,023
+512
+20% +$103K 0.21% 67
2021
Q4
$504K Buy
+2,511
New +$531K 0.22% 57

Other funds holding BA