Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$205K Buy
16,007
+1,256
+9% +$17K ﹤0.01% 1488
2025
Q4
$194K Buy
14,751
+210
+1% +$2.96K ﹤0.01% 1463
2025
Q3
$229K Buy
14,541
+66
+0.5% +$1.07K ﹤0.01% 1407
2025
Q2
$232K Buy
14,475
+124
+0.9% +$1.92K ﹤0.01% 1304
2025
Q1
$206K Buy
+14,351
New +$211K ﹤0.01% 1316
2020
Q2
Sell
-10,519
Closed -$166K 1022
2020
Q1
$166K Buy
+10,519
New +$195K ﹤0.01% 895

Other funds holding TU