Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$425K Buy
14,652
+752
+5% +$20.1K 0.02% 195
2025
Q4
$345K Sell
13,900
-1,537
-10% -$38.9K 0.01% 223
2025
Q3
$436K Buy
15,437
+1,435
+10% +$40.7K 0.02% 188
2025
Q2
$405K Sell
14,002
-5,164
-27% -$142K 0.02% 191
2025
Q1
$542K Sell
19,166
-1,674
-8% -$42.1K 0.03% 177
2024
Q4
$475K Sell
20,840
-2,645
-11% -$59.5K 0.02% 179
2024
Q3
$517K Sell
23,485
-4,040
-15% -$80.4K 0.03% 169
2024
Q2
$526K Buy
27,525
+376
+1% +$6.54K 0.03% 171
2024
Q1
$478K Sell
27,149
-7,259
-21% -$124K 0.03% 179
2023
Q4
$577K Sell
34,408
-1,140
-3% -$18K 0.04% 154
2023
Q3
$534K Sell
35,548
-3,956
-10% -$58K 0.04% 147
2023
Q2
$630K Sell
39,504
-5,063
-11% -$86.2K 0.04% 139
2023
Q1
$858K Sell
44,567
-2,260
-5% -$43.2K 0.06% 116
2022
Q4
$862K Sell
46,827
-4,118
-8% -$73.7K 0.07% 118
2022
Q3
$781K Sell
50,945
-1,545
-3% -$28.1K 0.06% 116
2022
Q2
$1.1M Sell
52,490
-13,645
-21% -$272K 0.09% 107
2022
Q1
$1.18M Sell
66,135
-21,265
-24% -$393K 0.08% 108
2021
Q4
$1.62M Sell
87,400
-28,453
-25% -$532K 0.11% 101
2021
Q3
$2.36M Sell
115,853
-3,372
-3% -$70.8K 0.16% 91
2021
Q2
$2.59M Sell
119,225
-32,516
-21% -$740K 0.19% 88
2021
Q1
$3.47M Sell
151,741
-283,827
-65% -$6.28M 0.27% 79
2020
Q4
$9.46M Buy
435,568
+5,677
+1% +$122K 0.77% 33
2020
Q3
$9.26M Buy
429,891
+3,231
+0.8% +$72.2K 0.93% 28
2020
Q2
$9.74M Buy
426,660
+10,761
+3% +$245K 1.06% 25
2020
Q1
$9.16M Sell
415,899
-6,317
-1% -$173K 1.2% 21
2019
Q4
$12.5M Buy
422,216
+6,340
+2% +$183K 1.3% 17
2019
Q3
$11.9M Buy
415,876
+6,193
+2% +$164K 1.34% 14
2019
Q2
$10.4M Buy
409,683
+1,201
+0.3% +$28.8K 1.19% 22
2019
Q1
$9.68M Buy
408,482
+30,597
+8% +$704K 1.14% 23
2018
Q4
$8.15M Buy
377,885
+62,295
+20% +$1.45M 1.12% 24
2018
Q3
$8M Sell
315,590
-18,781
-6% -$460K 1% 28
2018
Q2
$8.11M Sell
334,371
-8,438
-2% -$212K 1.1% 23
2018
Q1
$9.23M Buy
342,809
+350
+0.1% +$9.74K 1.23% 21
2017
Q4
$10.1M Buy
342,459
+3,139
+0.9% +$85.7K 1.44% 17
2017
Q3
$10M Buy
339,320
+11,274
+3% +$320K 1.55% 16
2017
Q2
$9.35M Buy
328,046
+8,736
+3% +$258K 1.55% 17
2017
Q1
$10M Buy
319,310
+8,031
+3% +$253K 1.7% 16
2016
Q4
$10M Buy
311,279
+3,170
+1% +$93.5K 1.74% 13
2016
Q3
$9.45M Buy
308,109
+1,375
+0.4% +$43.5K 1.72% 12
2016
Q2
$10M Sell
306,734
-742
-0.2% -$22.1K 1.89% 9
2016
Q1
$9.1M Sell
307,476
-12,310
-4% -$341K 1.83% 10
2015
Q4
$8.31M Sell
319,786
-8,088
-2% -$205K 1.76% 10
2015
Q3
$8.07M Buy
327,874
+5,357
+2% +$137K 1.79% 9
2015
Q2
$8.65M Sell
322,517
-4,277
-1% -$111K 1.8% 9
2015
Q1
$8.06M Sell
326,794
-13,232
-4% -$336K 1.68% 12
2014
Q4
$8.63M Sell
340,026
-3,515
-1% -$91.2K 1.82% 9
2014
Q3
$9.14M Buy
343,541
+6,620
+2% +$176K 1.98% 9
2014
Q2
$9M Sell
336,921
-5,447
-2% -$146K 1.92% 8
2014
Q1
$9.07M Buy
342,368
+8,454
+3% +$212K 2% 7
2013
Q4
$8.87M Buy
333,914
+6,341
+2% +$167K 2.12% 7
2013
Q3
$8.37M Buy
327,573
+8,265
+3% +$217K 2.2% 7
2013
Q2
$8.54M Buy
+319,308
New +$8.87M 2.37% 6

Other funds holding T