Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.01M Sell
455,127
-66,653
-13% -$431K ﹤0.01% 2591
2025
Q4
$3.27M Buy
521,780
+85,892
+20% +$505K ﹤0.01% 2662
2025
Q3
$2.73M Buy
435,888
+150,393
+53% +$927K ﹤0.01% 2732
2025
Q2
$1.61M Buy
285,495
+144,863
+103% +$784K ﹤0.01% 2902
2025
Q1
$766K Sell
140,632
-40,664
-22% -$258K ﹤0.01% 3259
2024
Q4
$1.26M Sell
181,296
-10,327
-5% -$69.9K ﹤0.01% 3068
2024
Q3
$870K Buy
191,623
+1,244
+0.7% +$6.14K ﹤0.01% 3377
2024
Q2
$1.04M Buy
190,379
+36,670
+24% +$180K ﹤0.01% 3176
2024
Q1
$816K Sell
153,709
-83,745
-35% -$453K ﹤0.01% 3225
2023
Q4
$1.29M Sell
237,454
-23,800
-9% -$116K ﹤0.01% 2961
2023
Q3
$1.31M Sell
261,254
-52,720
-17% -$276K ﹤0.01% 2895
2023
Q2
$1.18M Sell
313,974
-31,641
-9% -$114K ﹤0.01% 2979
2023
Q1
$1.48M Buy
345,615
+8,257
+2% +$36.4K ﹤0.01% 2891
2022
Q4
$1.38M Sell
337,358
-6,476
-2% -$20.6K ﹤0.01% 3220
2022
Q3
$880K Sell
343,834
-88,332
-20% -$289K ﹤0.01% 3683
2022
Q2
$1.19M Sell
432,166
-137,876
-24% -$667K ﹤0.01% 3506
2022
Q1
$3.96M Buy
570,042
+184,616
+48% +$967K ﹤0.01% 2594
2021
Q4
$1.54M Sell
385,426
-69,223
-15% -$284K ﹤0.01% 3582
2021
Q3
$1.93M Sell
454,649
-80,232
-15% -$331K ﹤0.01% 3063
2021
Q2
$2.22M Sell
534,881
-5,007
-0.9% -$18.2K ﹤0.01% 2837
2021
Q1
$1.91M Buy
539,888
+191,417
+55% +$912K ﹤0.01% 2637
2020
Q4
$1.33M Buy
348,471
+88,324
+34% +$271K ﹤0.01% 2835
2020
Q3
$788K Buy
260,147
+37,361
+17% +$124K ﹤0.01% 2991
2020
Q2
$724K Buy
222,786
+23,187
+12% +$71K ﹤0.01% 3140
2020
Q1
$503K Sell
199,599
-44,946
-18% -$198K ﹤0.01% 3204
2019
Q4
$1.14M Buy
+244,545
New +$1.53M ﹤0.01% 2886
2019
Q3
Sell
-52,248
Closed -$489K 3982
2019
Q2
$413K Sell
52,248
-40,172
-43% -$420K ﹤0.01% 3163
2019
Q1
$1.1M Sell
92,420
-43,516
-32% -$584K ﹤0.01% 2552
2018
Q4
$1.68M Sell
135,936
-24,976
-16% -$403K ﹤0.01% 2297
2018
Q3
$3.35M Buy
160,912
+7,359
+5% +$159K ﹤0.01% 1835
2018
Q2
$3.2M Sell
153,553
-4,724
-3% -$103K ﹤0.01% 1866
2018
Q1
$4.01M Buy
158,277
+87,325
+123% +$2.13M 0.01% 1556
2017
Q4
$1.6M Buy
70,952
+11,185
+19% +$254K ﹤0.01% 2295
2017
Q3
$1.35M Buy
59,767
+15,340
+35% +$317K ﹤0.01% 2291
2017
Q2
$1.02M Sell
44,427
-53,753
-55% -$1.28M ﹤0.01% 2403
2017
Q1
$2.48M Buy
98,180
+12,938
+15% +$332K ﹤0.01% 1704
2016
Q4
$2.29M Sell
85,242
-48,767
-36% -$1.26M ﹤0.01% 1894
2016
Q3
$3.58M Sell
134,009
-65,502
-33% -$1.74M 0.01% 1516
2016
Q2
$4.65M Buy
199,511
+57,524
+41% +$976K 0.01% 1330
2016
Q1
$1.84M Sell
141,987
-98,397
-41% -$1.06M ﹤0.01% 1933
2015
Q4
$2.24M Buy
240,384
+58,143
+32% +$625K ﹤0.01% 2046
2015
Q3
$2.21M Sell
182,241
-110,040
-38% -$1.67M ﹤0.01% 2026
2015
Q2
$5.41M Buy
292,281
+82,216
+39% +$1.73M 0.01% 1406
2015
Q1
$4.83M Buy
210,065
+136,903
+187% +$3.03M 0.01% 1414
2014
Q4
$1.68M Sell
73,162
-12,325
-14% -$260K ﹤0.01% 2413
2014
Q3
$1.65M Buy
85,487
+37,659
+79% +$815K ﹤0.01% 2382
2014
Q2
$1.07M Sell
47,828
-46,002
-49% -$988K ﹤0.01% 2882
2014
Q1
$2.2M Sell
93,830
-83,046
-47% -$1.98M ﹤0.01% 2293
2013
Q4
$4.82M Buy
176,876
+18,593
+12% +$527K 0.01% 1707
2013
Q3
$4.8M Buy
158,283
+22,486
+17% +$664K 0.01% 1620
2013
Q2
$3.27M Buy
+135,797
New +$3.09M 0.01% 1678

Other funds holding QUAD