Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.8M Buy
296,010
+10,754
+4% +$654K 0.04% 319
2025
Q4
$18.6M Buy
285,256
+26,200
+10% +$1.81M 0.04% 316
2025
Q3
$18.7M Buy
259,056
+300
+0.1% +$22.5K 0.05% 309
2025
Q2
$17.6M Buy
258,756
+24,833
+11% +$1.44M 0.04% 319
2025
Q1
$12.7M Sell
233,923
-34,351
-13% -$2.56M 0.04% 355
2024
Q4
$22.8M Buy
268,274
+43,696
+19% +$3.58M 0.07% 252
2024
Q3
$15.1M Buy
224,578
+1,100
+0.5% +$71.1K 0.05% 315
2024
Q2
$14.4M Sell
223,478
-11,166
-5% -$781K 0.05% 296
2024
Q1
$19.8M Buy
+234,644
New +$17M 0.06% 272

Other funds holding XYZ