Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.2M Sell
467,280
-40,070
-8% -$1.66M 0.12% 157
2026
Q1
$18.5M Sell
507,350
-60,516
-11% -$2.43M 0.1% 173
2025
Q4
$19.9M Buy
567,866
+145,153
+34% +$5.87M 0.11% 160
2025
Q3
$21.7M Sell
422,713
-206
-0% -$12.5K 0.12% 152
2025
Q2
$23.2M Buy
422,919
+5,884
+1% +$333K 0.13% 144
2025
Q1
$24.2M Buy
417,035
+19,302
+5% +$1.25M 0.14% 143
2024
Q4
$27.5M Buy
397,733
+58,280
+17% +$4.11M 0.16% 132
2024
Q3
$22.6M Buy
339,453
+92,259
+37% +$6.48M 0.13% 145
2024
Q2
$18.4M Buy
247,194
+26,972
+12% +$2.36M 0.12% 158
2024
Q1
$21.9M Buy
220,222
+2,953
+1% +$263K 0.14% 149
2023
Q4
$18M Buy
217,269
+50,367
+30% +$3.34M 0.12% 148
2023
Q3
$10.3M Sell
166,902
-212
-0.1% -$14.5K 0.08% 173
2023
Q2
$10.9M Buy
167,114
+161,912
+3,112% +$9.03M 0.08% 173
2023
Q1
$253K Buy
5,202
+400
+8% +$20.2K ﹤0.01% 921
2022
Q4
$203K Sell
4,802
-8
-0.2% -$363 ﹤0.01% 942
2022
Q3
$211K Sell
4,810
-23,383
-83% -$1.25M ﹤0.01% 908
2022
Q2
$1.53M Sell
28,193
-470
-2% -$28.4K 0.01% 414
2022
Q1
$1.87M Sell
28,663
-129
-0.4% -$11.5K 0.01% 407
2021
Q4
$3.89M Sell
28,792
-59
-0.2% -$7.08K 0.03% 297
2021
Q3
$2.94M Buy
28,851
+1,984
+7% +$207K 0.02% 317
2021
Q2
$2.75M Buy
26,867
+699
+3% +$70.6K 0.02% 288
2021
Q1
$2.4M Buy
26,168
+480
+2% +$45.1K 0.02% 263
2020
Q4
$2.15M Buy
25,688
+334
+1% +$25.6K 0.02% 268
2020
Q3
$1.81M Sell
25,354
-566
-2% -$39.2K 0.02% 258
2020
Q2
$1.69M Buy
25,920
+718
+3% +$38.3K 0.02% 259
2020
Q1
$1.01M Sell
25,202
-2,818
-10% -$132K 0.01% 289
2019
Q4
$1.26M Buy
28,020
+21,830
+353% +$961K 0.01% 308
2019
Q3
$222K Sell
6,190
-140
-2% -$5.65K ﹤0.01% 626
2019
Q2
$227K Buy
+6,330
New +$215K ﹤0.01% 623
2018
Q4
Sell
-5,500
Closed -$212K 678
2018
Q3
$212K Buy
+5,500
New +$212K ﹤0.01% 629

Other funds holding TREX