Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$311K Sell
1,560
-1
-0.1% -$228 0.01% 272
2025
Q4
$339K Buy
1,561
+293
+23% +$60.3K 0.01% 260
2025
Q3
$274K Sell
1,268
-15
-1% -$3.38K 0.01% 266
2025
Q2
$269K Sell
1,283
-32
-2% -$6.04K 0.01% 270
2025
Q1
$224K Sell
1,315
-6
-0.5% -$1.04K 0.01% 277
2024
Q4
$234K Sell
1,321
-82
-6% -$12.9K 0.01% 264
2024
Q3
$213K Buy
1,403
+292
+26% +$50.1K 0.01% 277
2024
Q2
$202K Sell
1,111
-457
-29% -$81.5K 0.01% 274
2024
Q1
$303K Sell
1,568
-26
-2% -$5.34K 0.01% 244
2023
Q4
$416K Buy
1,594
+101
+7% +$21.6K 0.02% 204
2023
Q3
$286K Buy
1,493
+87
+6% +$19K 0.01% 230
2023
Q2
$297K Hold
1,406
0.02% 224
2023
Q1
$299K Sell
1,406
-4
-0.3% -$831 0.02% 218
2022
Q4
$269K Buy
+1,410
New +$231K 0.01% 226
2022
Q1
Sell
-1,768
Closed -$356K 279
2021
Q4
$356K Buy
1,768
+122
+7% +$25.8K 0.02% 212
2021
Q3
$362K Sell
1,646
-49
-3% -$10.9K 0.02% 180
2021
Q2
$407K Sell
1,695
-1
-0.1% -$242 0.02% 173
2021
Q1
$433K Hold
1,696
0.03% 155
2020
Q4
$362K Buy
1,696
+199
+13% +$38.3K 0.02% 160
2020
Q3
$247K Buy
1,497
+6
+0.4% +$1.02K 0.02% 195
2020
Q2
$272K Buy
+1,491
New +$229K 0.03% 160
2020
Q1
Sell
-1,072
Closed -$349K 188
2019
Q4
$349K Buy
1,072
+11
+1% +$3.89K 0.03% 161
2019
Q3
$404K Sell
1,061
-200
-16% -$71.5K 0.04% 162
2019
Q2
$459K Sell
1,261
-107
-8% -$39K 0.04% 156
2019
Q1
$521K Sell
1,368
-45
-3% -$17.3K 0.04% 143
2018
Q4
$457K Sell
1,413
-439
-24% -$152K 0.03% 148
2018
Q3
$689K Buy
1,852
+214
+13% +$75.2K 0.06% 132
2018
Q2
$549K Sell
1,638
-1,107
-40% -$381K 0.05% 151
2018
Q1
$900K Buy
+2,745
New +$927K 0.08% 112
2017
Q4
Sell
-1,105
Closed -$281K 89
2017
Q3
$281K Sell
1,105
-995
-47% -$232K 0.02% 169
2017
Q2
$415K Buy
+2,100
New +$391K 0.04% 153

Other funds holding BA