Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.09M Sell
7,429
-1,146
-13% -$179K 0.06% 309
2025
Q4
$1.08M Buy
8,575
+410
+5% +$52.7K 0.06% 298
2025
Q3
$1.06M Sell
8,165
-1,890
-19% -$251K 0.06% 308
2025
Q2
$1.14M Buy
10,055
+695
+7% +$67.5K 0.07% 291
2025
Q1
$881K Buy
9,360
+4,870
+108% +$487K 0.06% 304
2024
Q4
$427K Sell
4,490
-660
-13% -$69.1K 0.03% 603
2024
Q3
$516K Sell
5,150
-350
-6% -$36.5K 0.03% 490
2024
Q2
$595K Buy
5,500
+500
+10% +$57.8K 0.04% 427
2024
Q1
$624K Buy
5,000
+4,500
+900% +$501K 0.05% 388
2023
Q4
$54.2K Buy
+500
New +$48.3K ﹤0.01% 719
2020
Q4
Hold
0
971
2020
Q3
Hold
0
903
2016
Q3
Sell
-5,056
Closed -$241K 800
2016
Q2
$241K Sell
5,056
-1,100
-18% -$48.8K 0.02% 541
2016
Q1
$252K Hold
6,156
0.02% 482
2015
Q4
$240K Sell
6,156
-600
-9% -$24.4K 0.02% 515
2015
Q3
$245K Sell
6,756
-7,500
-53% -$293K 0.02% 545
2015
Q2
$604K Hold
14,256
0.04% 402
2015
Q1
$696K Hold
14,256
0.04% 367
2014
Q4
$694K Hold
14,256
0.05% 368
2014
Q3
$629K Hold
14,256
0.04% 419
2014
Q2
$792K Hold
14,256
0.05% 374
2014
Q1
$839K Hold
14,256
0.06% 311
2013
Q4
$718K Buy
+14,256
New +$711K 0.05% 336

Other funds holding OSK