Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.1M Sell
23,999
-60
-0.2% -$7.88K 0.02% 547
2025
Q4
$3.2M Buy
24,059
+961
+4% +$126K 0.02% 517
2025
Q3
$2.9M Buy
23,098
+207
+0.9% +$25.9K 0.02% 530
2025
Q2
$2.77M Buy
22,891
+2,544
+13% +$284K 0.02% 506
2025
Q1
$2.26M Buy
20,347
+2,728
+15% +$305K 0.02% 540
2024
Q4
$1.88M Buy
17,619
+83
+0.5% +$9.18K 0.02% 584
2024
Q3
$1.99M Buy
17,536
+136
+0.8% +$14.9K 0.02% 551
2024
Q2
$1.76M Buy
17,400
+618
+4% +$61.5K 0.02% 559
2024
Q1
$1.59M Sell
16,782
-493
-3% -$43.3K 0.01% 591
2023
Q4
$1.52M Buy
17,275
+17
+0.1% +$1.47K 0.01% 584
2023
Q3
$1.54M Buy
17,258
+270
+2% +$25.5K 0.02% 549
2023
Q2
$1.64M Sell
16,988
-158
-0.9% -$15K 0.02% 539
2023
Q1
$1.58M Buy
17,146
+43
+0.3% +$3.98K 0.02% 526
2022
Q4
$1.55M Buy
17,103
+9
+0.1% +$816 0.02% 510
2022
Q3
$1.35M Buy
17,094
+123
+0.7% +$10.7K 0.02% 503
2022
Q2
$1.45M Buy
16,971
+3,621
+27% +$301K 0.02% 503
2022
Q1
$1.14M Buy
13,350
+2,735
+26% +$235K 0.01% 619
2021
Q4
$1.04M Sell
10,615
-227
-2% -$20.1K 0.01% 648
2021
Q3
$859K Buy
10,842
+964
+10% +$74.5K 0.01% 676
2021
Q2
$743K Buy
9,878
+3
+0% +$225 0.01% 713
2021
Q1
$718K Buy
9,875
+1,550
+19% +$112K 0.01% 689
2020
Q4
$593K Buy
8,325
+4
+0% +$270 0.01% 645
2020
Q3
$501K Buy
8,321
+4
+0% +$245 0.01% 617
2020
Q2
$397K Sell
8,317
-3,074
-27% -$144K 0.01% 680
2020
Q1
$517K Buy
11,391
+306
+3% +$16.5K 0.01% 581
2019
Q4
$646K Buy
11,085
+4
+0% +$245 0.01% 619
2019
Q3
$705K Buy
11,081
+3
+0% +$192 0.01% 563
2019
Q2
$656K Buy
11,078
+3
+0% +$176 0.01% 565
2019
Q1
$580K Buy
11,075
+4
+0% +$215 0.01% 646
2018
Q4
$579K Buy
11,071
+5
+0% +$269 0.01% 607
2018
Q3
$633K Buy
11,066
+1,267
+13% +$74.2K 0.01% 630
2018
Q2
$572K Buy
9,799
+3
+0% +$173 0.01% 651
2018
Q1
$513K Buy
9,796
+4
+0% +$212 0.01% 677
2017
Q4
$536K Buy
9,792
+3
+0% +$162 0.01% 642
2017
Q3
$494K Buy
9,789
+4
+0% +$192 0.01% 679
2017
Q2
$459K Buy
9,785
+1,003
+11% +$43.7K 0.01% 660
2017
Q1
$385K Buy
+8,782
New +$419K 0.01% 699

Other funds holding NNI