Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-611
Closed -$8.05K 2683
2025
Q4
$8.05K Sell
611
-3,383
-85% -$47.6K ﹤0.01% 1912
2025
Q3
$63K Buy
3,994
+767
+24% +$12.4K ﹤0.01% 1296
2025
Q2
$51.8K Buy
3,227
+667
+26% +$10.3K ﹤0.01% 1448
2025
Q1
$36.7K Buy
2,560
+770
+43% +$11.3K ﹤0.01% 1494
2024
Q4
$24.3K Sell
1,790
-2,211
-55% -$34.1K ﹤0.01% 1550
2024
Q3
$60.6K Buy
4,001
+1,468
+58% +$23.7K ﹤0.01% 1479
2024
Q2
$40.6K Buy
2,533
+954
+60% +$15.4K ﹤0.01% 1336
2024
Q1
$25.3K Buy
1,579
+559
+55% +$9.78K ﹤0.01% 1143
2023
Q4
$17K Buy
+1,020
New +$17.6K ﹤0.01% 1376
2023
Q2
Sell
-2,519
Closed -$49K 2526
2023
Q1
$49K Sell
2,519
-54
-2% -$1.1K ﹤0.01% 1045
2022
Q4
$51K Buy
2,573
+2,167
+534% +$44.7K ﹤0.01% 911
2022
Q3
$9K Sell
406
-20
-5% -$447 ﹤0.01% 1393
2022
Q2
$11K Buy
+426
New +$10.5K ﹤0.01% 1183

Other funds holding TU