Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$35 Sell
8
-14,094
-100% -$77.8K ﹤0.01% 5638
2025
Q4
$89.1K Sell
14,102
-207,977
-94% -$1.59M ﹤0.01% 4929
2025
Q3
$2.02M Sell
222,079
-562,012
-72% -$7M ﹤0.01% 4085
2025
Q2
$12M Buy
784,091
+37,689
+5% +$635K ﹤0.01% 3319
2025
Q1
$14.6M Buy
746,402
+565,032
+312% +$15.7M ﹤0.01% 3114
2024
Q4
$5.6M Buy
181,370
+141,017
+349% +$3.86M ﹤0.01% 3678
2024
Q3
$1.03M Sell
40,353
-367,558
-90% -$11M ﹤0.01% 4165
2024
Q2
$11.9M Buy
407,911
+266,491
+188% +$7.91M ﹤0.01% 3282
2024
Q1
$5.38M Sell
141,420
-61,698
-30% -$3.71M ﹤0.01% 3640
2023
Q4
$15.8M Buy
203,118
+18,705
+10% +$1.16M ﹤0.01% 3135
2023
Q3
$10.6M Buy
184,413
+177,537
+2,582% +$9.26M ﹤0.01% 3294
2023
Q2
$356K Sell
6,876
-3,110
-31% -$167K ﹤0.01% 4580
2023
Q1
$671K Sell
9,986
-390,958
-98% -$30.7M ﹤0.01% 4459
2022
Q4
$30.7M Sell
400,944
-254,734
-39% -$18.9M ﹤0.01% 2791
2022
Q3
$52.9M Sell
655,678
-269,747
-29% -$25.6M ﹤0.01% 2399
2022
Q2
$81.7M Buy
925,425
+5,659
+0.6% +$592K ﹤0.01% 2158
2022
Q1
$122M Sell
919,766
-5,900
-0.6% -$743K ﹤0.01% 2009
2021
Q4
$155M Buy
925,666
+16
+0% +$2.48K ﹤0.01% 1914
2021
Q3
$126M Buy
925,650
+4,472
+0.5% +$577K ﹤0.01% 2073
2021
Q2
$104M Buy
921,178
+8,127
+0.9% +$786K ﹤0.01% 2213
2021
Q1
$77.3M Buy
913,051
+258,392
+39% +$21.6M ﹤0.01% 2339
2020
Q4
$50.2M Buy
654,659
+157,679
+32% +$10.7M ﹤0.01% 2468
2020
Q3
$31.4M Buy
496,980
+51,252
+11% +$2.78M ﹤0.01% 2585
2020
Q2
$21.5M Buy
445,728
+4,190
+0.9% +$187K ﹤0.01% 2754
2020
Q1
$15.5M Sell
441,538
-415,655
-48% -$18.9M ﹤0.01% 2735
2019
Q4
$39.9M Buy
857,193
+17,481
+2% +$754K ﹤0.01% 2500
2019
Q3
$31.8M Buy
839,712
+172,550
+26% +$6.61M ﹤0.01% 2549
2019
Q2
$26.8M Buy
667,162
+186,862
+39% +$6.31M ﹤0.01% 2679
2019
Q1
$13.2M Buy
480,300
+33,002
+7% +$832K ﹤0.01% 2970
2018
Q4
$10.8M Sell
447,298
-50,860
-10% -$1.25M ﹤0.01% 3047
2018
Q3
$14.2M Buy
+498,158
New +$13.4M ﹤0.01% 3054

Other funds holding DAVA