Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15M Buy
319,432
+259,099
+429% +$10.2M 0.07% 202
2025
Q4
$2.1M Buy
60,333
+5,570
+10% +$195K 0.01% 486
2025
Q3
$1.89M Buy
54,763
+5,754
+12% +$193K 0.01% 511
2025
Q2
$1.47M Sell
49,009
-7,656
-14% -$225K 0.01% 553
2025
Q1
$1.91M Sell
56,665
-3,536
-6% -$115K 0.01% 489
2024
Q4
$1.78M Sell
60,201
-1,239
-2% -$37.2K 0.01% 503
2024
Q3
$1.93M Buy
61,440
+40
+0.1% +$1.35K 0.01% 483
2024
Q2
$2.22M Sell
61,400
-7,527
-11% -$282K 0.01% 461
2024
Q1
$2.6M Buy
68,927
+1,277
+2% +$45.8K 0.02% 438
2023
Q4
$2.39M Buy
67,650
+752
+1% +$27.5K 0.02% 440
2023
Q3
$2.59M Sell
66,898
-142
-0.2% -$5.27K 0.02% 413
2023
Q2
$2.37M Buy
67,040
+7,138
+12% +$264K 0.02% 425
2023
Q1
$2.27M Sell
59,902
-170
-0.3% -$6.35K 0.02% 418
2022
Q4
$2.1M Sell
60,072
-2,851
-5% -$94.9K 0.02% 428
2022
Q3
$1.8M Sell
62,923
-505
-0.8% -$15K 0.02% 449
2022
Q2
$1.8M Sell
63,428
-294
-0.5% -$9.01K 0.01% 454
2022
Q1
$1.87M Sell
63,722
-8,689
-12% -$265K 0.01% 471
2021
Q4
$1.93M Sell
72,411
-4,066
-5% -$113K 0.01% 471
2021
Q3
$2.09M Buy
76,477
+45
+0.1% +$1.13K 0.01% 462
2021
Q2
$2.02M Buy
76,432
+4,412
+6% +$116K 0.01% 458
2021
Q1
$1.75M Buy
72,020
+4,327
+6% +$104K 0.01% 461
2020
Q4
$1.39M Sell
67,693
-9,887
-13% -$186K 0.01% 486
2020
Q3
$1.35M Sell
77,580
-3,277
-4% -$70.9K 0.01% 455
2020
Q2
$1.89M Sell
80,857
-15,384
-16% -$369K 0.02% 413
2020
Q1
$2.35M Sell
96,241
-6,670
-6% -$216K 0.03% 327
2019
Q4
$3.88M Sell
102,911
-20,622
-17% -$783K 0.04% 276
2019
Q3
$4.69M Sell
123,533
-18,185
-13% -$694K 0.05% 240
2019
Q2
$5.81M Buy
141,718
+30,432
+27% +$1.28M 0.07% 185
2019
Q1
$4.78M Sell
111,286
-14,228
-11% -$583K 0.06% 192
2018
Q4
$4.61M Buy
125,514
+4,952
+4% +$198K 0.06% 188
2018
Q3
$5.31M Buy
120,562
+2,045
+2% +$85.5K 0.06% 190
2018
Q2
$5.09M Sell
118,517
-1,710
-1% -$71.8K 0.06% 185
2018
Q1
$4.53M Buy
120,227
+3,920
+3% +$148K 0.06% 199
2017
Q4
$4.47M Sell
116,307
-5,603
-5% -$203K 0.06% 200
2017
Q3
$4.22M Sell
121,910
-3,527
-3% -$112K 0.06% 199
2017
Q2
$3.85M Sell
125,437
-4,209
-3% -$131K 0.05% 203
2017
Q1
$3.9M Sell
129,646
-391
-0.3% -$11.9K 0.06% 198
2016
Q4
$4.16M Sell
130,037
-5,102
-4% -$154K 0.06% 194
2016
Q3
$4M Buy
135,139
+8,127
+6% +$236K 0.06% 198
2016
Q2
$3.79M Buy
127,012
+2,311
+2% +$62.3K 0.06% 208
2016
Q1
$3.17M Sell
124,701
-3,407
-3% -$86K 0.05% 217
2015
Q4
$3.37M Sell
128,108
-3,047
-2% -$86.7K 0.06% 211
2015
Q3
$3.37M Buy
131,155
+5,110
+4% +$150K 0.06% 215
2015
Q2
$4.24M Sell
126,045
-3,119
-2% -$109K 0.07% 198
2015
Q1
$4.19M Sell
129,164
-1,591
-1% -$52.1K 0.07% 199
2014
Q4
$4.13M Buy
130,755
+13,691
+12% +$460K 0.07% 201
2014
Q3
$4.21M Sell
117,064
-3,676
-3% -$146K 0.07% 192
2014
Q2
$5.21M Buy
120,740
+2,055
+2% +$84.8K 0.09% 173
2014
Q1
$4.67M Sell
118,685
-1,323
-1% -$52.2K 0.08% 172
2013
Q4
$4.77M Sell
120,008
-6,452
-5% -$240K 0.08% 165
2013
Q3
$4.35M Sell
126,460
-2,921
-2% -$100K 0.08% 171
2013
Q2
$4.42M Buy
+129,381
New +$4.5M 0.08% 168

Other funds holding BP