Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.31K Hold
18
﹤0.01% 1379
2025
Q4
$1.09K Sell
18
-185
-91% -$10.5K ﹤0.01% 1303
2025
Q3
$11.3K Hold
203
﹤0.01% 805
2025
Q2
$9.76K Sell
203
-283
-58% -$13.6K ﹤0.01% 802
2025
Q1
$23.6K Buy
486
+1
+0.2% +$50 ﹤0.01% 552
2024
Q4
$23.7K Sell
485
-650
-57% -$35.3K ﹤0.01% 551
2024
Q3
$70.5K Hold
1,135
﹤0.01% 351
2024
Q2
$64.8K Hold
1,135
﹤0.01% 355
2024
Q1
$65.5K Hold
1,135
﹤0.01% 340
2023
Q4
$77.5K Hold
1,135
﹤0.01% 297
2023
Q3
$64.6K Hold
1,135
﹤0.01% 302
2023
Q2
$67.7K Hold
1,135
﹤0.01% 291
2023
Q1
$72K Buy
1,135
+185
+19% +$11.9K ﹤0.01% 273
2022
Q4
$58.9K Hold
950
﹤0.01% 285
2022
Q3
$48K Buy
950
+200
+27% +$10.6K ﹤0.01% 303
2022
Q2
$42K Buy
750
+77
+11% +$4.78K ﹤0.01% 303
2022
Q1
$46K Buy
673
+337
+100% +$20.5K ﹤0.01% 284
2021
Q4
$18K Buy
336
+168
+100% +$8.4K ﹤0.01% 384
2021
Q3
$8K Hold
168
﹤0.01% 480
2021
Q2
$11K Hold
168
﹤0.01% 429
2021
Q1
$10K Hold
168
﹤0.01% 417
2020
Q4
$9K Hold
168
﹤0.01% 330
2020
Q3
$7K Hold
168
﹤0.01% 336
2020
Q2
$7K Buy
168
+56
+50% +$2.19K ﹤0.01% 319
2020
Q1
$4K Buy
+112
New +$4.67K ﹤0.01% 334

Other funds holding BHP