Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$126M Buy
978,034
+52,958
+6% +$6.96M ﹤0.01% 1962
2025
Q4
$123M Sell
925,076
-74,598
-7% -$9.76M ﹤0.01% 1977
2025
Q3
$125M Sell
999,674
-105,981
-10% -$13.3M ﹤0.01% 1955
2025
Q2
$134M Sell
1,105,655
-42,385
-4% -$4.73M ﹤0.01% 1859
2025
Q1
$127M Sell
1,148,040
-13,448
-1% -$1.51M ﹤0.01% 1848
2024
Q4
$124M Sell
1,161,488
-9,650
-0.8% -$1.07M ﹤0.01% 1953
2024
Q3
$133M Buy
1,171,138
+32,912
+3% +$3.61M ﹤0.01% 1920
2024
Q2
$115M Buy
1,138,226
+87,830
+8% +$8.73M ﹤0.01% 1946
2024
Q1
$99.4M Sell
1,050,396
-81,700
-7% -$7.18M ﹤0.01% 2052
2023
Q4
$99.9M Buy
1,132,096
+67,218
+6% +$5.82M ﹤0.01% 2077
2023
Q3
$95.1M Sell
1,064,878
-18,706
-2% -$1.77M ﹤0.01% 2022
2023
Q2
$105M Buy
1,083,584
+21,038
+2% +$2M ﹤0.01% 2020
2023
Q1
$97.6M Sell
1,062,546
-18,794
-2% -$1.74M ﹤0.01% 2037
2022
Q4
$98.1M Buy
1,081,340
+55,956
+5% +$5.07M ﹤0.01% 2012
2022
Q3
$81.2M Sell
1,025,384
-58,513
-5% -$5.09M ﹤0.01% 2106
2022
Q2
$92.4M Sell
1,083,897
-110,739
-9% -$9.2M ﹤0.01% 2063
2022
Q1
$102M Sell
1,194,636
-38,932
-3% -$3.35M ﹤0.01% 2130
2021
Q4
$120M Sell
1,233,568
-26,193
-2% -$2.32M ﹤0.01% 2082
2021
Q3
$99.8M Sell
1,259,761
-40,070
-3% -$3.1M ﹤0.01% 2214
2021
Q2
$97.8M Sell
1,299,831
-58,512
-4% -$4.4M ﹤0.01% 2273
2021
Q1
$98.8M Buy
1,358,343
+98,135
+8% +$7.11M ﹤0.01% 2200
2020
Q4
$89.8M Buy
1,260,208
+56,661
+5% +$3.83M ﹤0.01% 2146
2020
Q3
$72.5M Sell
1,203,547
-72,000
-6% -$4.41M ﹤0.01% 2079
2020
Q2
$60.9M Sell
1,275,547
-83,431
-6% -$3.9M ﹤0.01% 2138
2020
Q1
$61.7M Sell
1,358,978
-3,929
-0.3% -$212K ﹤0.01% 1935
2019
Q4
$79.4M Buy
1,362,907
+1,980
+0.1% +$121K ﹤0.01% 2088
2019
Q3
$86.6M Buy
1,360,927
+27,288
+2% +$1.75M ﹤0.01% 1980
2019
Q2
$79M Sell
1,333,639
-32,002
-2% -$1.88M ﹤0.01% 2057
2019
Q1
$75.2M Buy
1,365,641
+8,697
+0.6% +$467K ﹤0.01% 2051
2018
Q4
$71M Buy
1,356,944
+31,420
+2% +$1.69M ﹤0.01% 2027
2018
Q3
$75.8M Buy
1,325,524
+47,337
+4% +$2.77M ﹤0.01% 2152
2018
Q2
$74.7M Buy
1,278,187
+17,714
+1% +$1.02M ﹤0.01% 2124
2018
Q1
$66.1M Sell
1,260,473
-8,739
-0.7% -$463K ﹤0.01% 2101
2017
Q4
$69.5M Sell
1,269,212
-38,143
-3% -$2.06M ﹤0.01% 2085
2017
Q3
$66M Buy
1,307,355
+35,626
+3% +$1.71M ﹤0.01% 2099
2017
Q2
$59.8M Sell
1,271,729
-37,780
-3% -$1.65M ﹤0.01% 2132
2017
Q1
$57.4M Buy
1,309,509
+1,304,431
+25,688% +$62.3M ﹤0.01% 2132
2016
Q4
$258K Sell
5,078
-1,809
-26% -$83.3K ﹤0.01% 1977
2016
Q3
$278K Buy
6,887
+1,381
+25% +$51.5K ﹤0.01% 1986
2016
Q2
$191K Buy
5,506
+3,620
+192% +$135K ﹤0.01% 2128
2016
Q1
$74K Buy
1,886
+1,083
+135% +$37.9K ﹤0.01% 2144
2015
Q4
$27K Buy
803
+188
+31% +$6.3K ﹤0.01% 2418
2015
Q3
$21K Hold
615
﹤0.01% 2354
2015
Q2
$27K Sell
615
-72
-10% -$3.16K ﹤0.01% 2253
2015
Q1
$33K Hold
687
﹤0.01% 2127
2014
Q4
$31K Hold
687
﹤0.01% 2160
2014
Q3
$30K Hold
687
﹤0.01% 2153
2014
Q2
$29K Sell
687
-44
-6% -$1.8K ﹤0.01% 2192
2014
Q1
$29K Hold
731
﹤0.01% 2171
2013
Q4
$31K Sell
731
-35
-5% -$1.48K ﹤0.01% 2136
2013
Q3
$29K Sell
766
-100
-12% -$3.86K ﹤0.01% 2081
2013
Q2
$32K Buy
+866
New +$31K ﹤0.01% 2043

Other funds holding NNI