Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-73,071
Closed -$1.43M 139
2025
Q3
$1.43M Sell
73,071
-8,620
-11% -$176K 0.32% 90
2025
Q2
$1.7M Sell
81,691
-50,854
-38% -$967K 0.4% 81
2025
Q1
$2.35M Sell
132,545
-15,787
-11% -$272K 0.6% 79
2024
Q4
$2.3M Buy
+148,332
New +$2.36M 0.55% 80
2023
Q1
Sell
-231,273
Closed -$3.12M 334
2022
Q4
$3.12M Buy
+231,273
New +$3.08M 0.91% 35
2022
Q2
$3.55M Buy
+254,532
New +$3.66M 1.04% 35
2021
Q4
Sell
-353,669
Closed -$4.82M 306
2021
Q3
$4.82M Buy
353,669
+3,480
+1% +$49.3K 1.06% 33
2021
Q2
$4.88M Buy
+350,189
New +$4.79M 1.04% 35
2019
Q2
Sell
-278,411
Closed -$3.46M 313
2019
Q1
$3.46M Buy
278,411
+5,078
+2% +$69.1K 0.84% 60
2018
Q4
$3.89M Buy
+273,333
New +$3.96M 1.16% 26

Other funds holding KT