Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.6M Sell
202,403
-3,873
-2% -$52.4K 0.09% 95
2025
Q4
$2.72M Sell
206,276
-94,241
-31% -$1.33M 0.1% 93
2025
Q3
$4.73M Buy
300,517
+11,857
+4% +$192K 0.19% 64
2025
Q2
$4.64M Sell
288,660
-85,838
-23% -$1.33M 0.21% 63
2025
Q1
$5.37M Buy
374,498
+37,518
+11% +$550K 0.27% 55
2024
Q4
$4.57M Buy
336,980
+7,073
+2% +$109K 0.23% 60
2024
Q3
$5.54M Buy
329,907
+38,041
+13% +$615K 0.27% 54
2024
Q2
$4.4M Buy
+291,866
New +$4.7M 0.25% 57

Other funds holding TU