Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-18,776
Closed -$1.18M 1062
2025
Q4
$1.18M Sell
18,776
-1,997
-10% -$141K 0.02% 398
2025
Q3
$1.61M Sell
20,773
-264
-1% -$24.5K 0.02% 376
2025
Q2
$2.08M Buy
21,037
+3,491
+20% +$304K 0.03% 334
2025
Q1
$1.43M Sell
17,546
-808
-4% -$83.3K 0.03% 391
2024
Q4
$1.92M Sell
18,354
-30,890
-63% -$3.07M 0.03% 344
2024
Q3
$4.39M Buy
49,244
+249
+0.5% +$18.9K 0.08% 216
2024
Q2
$3.59M Sell
48,995
-3,082
-6% -$204K 0.06% 254
2024
Q1
$3.38M Buy
52,077
+23,866
+85% +$1.8M 0.06% 271
2023
Q4
$2.1M Buy
28,211
+200
+0.7% +$11.9K 0.04% 343
2023
Q3
$1.25M Buy
+28,011
New +$1.71M 0.03% 400

Other funds holding FOUR