Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.02M Buy
+69,000
New +$4.88M ﹤0.01% 2173
2025
Q3
Sell
-44,800
Closed -$2.15M 4567
2025
Q2
$2.15M Buy
+44,800
New +$2.15M ﹤0.01% 2689
2023
Q1
Sell
-20,000
Closed -$1.24M 4443
2022
Q4
$1.24M Hold
20,000
﹤0.01% 3289
2022
Q3
$1M Sell
20,000
-30,000
-60% -$1.59M ﹤0.01% 3593
2022
Q2
$2.81M Sell
50,000
-21,744
-30% -$1.35M ﹤0.01% 2770
2022
Q1
$4.94M Sell
71,744
-96,854
-57% -$5.88M ﹤0.01% 2327
2021
Q4
$9.08M Buy
168,598
+48,090
+40% +$2.41M 0.01% 1754
2021
Q3
$5.75M Buy
120,508
+61,768
+105% +$3.77M 0.01% 1976
2021
Q2
$3.82M Buy
+58,740
New +$3.88M ﹤0.01% 2284
2021
Q1
Sell
-51,902
Closed -$3.02M 4049
2020
Q4
$3.02M Hold
51,902
﹤0.01% 2260
2020
Q3
$2.39M Hold
51,902
﹤0.01% 2267
2020
Q2
$2.3M Hold
51,902
﹤0.01% 2305
2020
Q1
$1.7M Buy
+51,902
New +$2.17M ﹤0.01% 2310
2017
Q2
Sell
-47,082
Closed -$1.52M 3360
2017
Q1
$1.52M Sell
47,082
-84,411
-64% -$2.92M ﹤0.01% 2027
2016
Q4
$4.2M Buy
131,493
+42,710
+48% +$1.38M 0.01% 1462
2016
Q3
$2.74M Sell
88,783
-78,470
-47% -$2.15M ﹤0.01% 1682
2016
Q2
$4.26M Buy
167,253
+99,993
+149% +$2.49M 0.01% 1379
2016
Q1
$1.55M Sell
67,260
-100,442
-60% -$2.13M ﹤0.01% 2060
2015
Q4
$3.85M Sell
167,702
-106,943
-39% -$2.86M 0.01% 1614
2015
Q3
$7.75M Buy
274,645
+44,840
+20% +$1.46M 0.01% 1118
2015
Q2
$8.35M Buy
+229,805
New +$9.28M 0.01% 1123
2014
Q1
Sell
-47,306
Closed -$2.73M 4282
2013
Q4
$2.73M Hold
47,306
﹤0.01% 2223
2013
Q3
$2.66M Hold
47,306
﹤0.01% 2172
2013
Q2
$2.31M Buy
+47,306
New +$2.62M ﹤0.01% 1980

Other funds holding BHP