Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-24,766
Closed -$550K 6018
2025
Q4
$550K Sell
24,766
-15,876
-39% -$379K ﹤0.01% 4865
2025
Q3
$1.11M Sell
40,642
-78,866
-66% -$2.38M ﹤0.01% 5257
2025
Q2
$3.46M Buy
119,508
+48,588
+69% +$1.38M ﹤0.01% 4260
2025
Q1
$2.04M Buy
70,920
+28,939
+69% +$1.09M ﹤0.01% 4672
2024
Q4
$1.88M Buy
41,981
+10,203
+32% +$482K ﹤0.01% 4500
2024
Q3
$1.4M Sell
31,778
-26,930
-46% -$1.1M ﹤0.01% 4827
2024
Q2
$2.27M Buy
58,708
+505
+0.9% +$20.7K ﹤0.01% 4344
2024
Q1
$2.85M Buy
58,203
+35,698
+159% +$1.71M ﹤0.01% 4151
2023
Q4
$1.09M Sell
22,505
-1,572
-7% -$70.1K ﹤0.01% 4922
2023
Q3
$976K Buy
24,077
+16,950
+238% +$671K ﹤0.01% 4833
2023
Q2
$281K Sell
7,127
-46,194
-87% -$1.67M ﹤0.01% 5615
2023
Q1
$2.17M Buy
53,321
+48,635
+1,038% +$1.79M ﹤0.01% 4277
2022
Q4
$155K Sell
4,686
-486
-9% -$14.6K ﹤0.01% 6045
2022
Q3
$140K Sell
5,172
-16,423
-76% -$500K ﹤0.01% 6177
2022
Q2
$618K Sell
21,595
-226,347
-91% -$8.59M ﹤0.01% 5267
2022
Q1
$12.8M Buy
247,942
+77,318
+45% +$3.97M ﹤0.01% 2614
2021
Q4
$11.5M Buy
170,624
+57,778
+51% +$4.16M ﹤0.01% 2777
2021
Q3
$8.21M Buy
112,846
+110,981
+5,951% +$8.16M ﹤0.01% 3060
2021
Q2
$110K Buy
1,865
+1,194
+178% +$61K ﹤0.01% 6466
2021
Q1
$29K Sell
671
-288
-30% -$14.2K ﹤0.01% 6790
2020
Q4
$63K Buy
+959
New +$50.8K ﹤0.01% 6227

Other funds holding DCBO