Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,000
Closed -$362K 145
2025
Q4
$362K Sell
6,000
-9,776
-62% -$555K 0.07% 120
2025
Q3
$880K Buy
15,776
+10,500
+199% +$559K 0.16% 88
2025
Q2
$254K Hold
5,276
0.06% 126
2025
Q1
$256K Hold
5,276
0.07% 99
2024
Q4
$258K Hold
5,276
0.09% 94
2024
Q3
$328K Sell
5,276
-41,782
-89% -$2.31M 0.09% 94
2024
Q2
$2.69M Buy
47,058
+11,687
+33% +$679K 0.85% 33
2024
Q1
$2.04M Sell
35,371
-4,146
-10% -$248K 0.73% 40
2023
Q4
$2.7M Sell
39,517
-3,444
-8% -$208K 1.02% 27
2023
Q3
$2.44M Sell
42,961
-10,431
-20% -$610K 1.05% 27
2023
Q2
$3.19M Buy
53,392
+7,754
+17% +$462K 1.46% 17
2023
Q1
$2.89M Buy
45,638
+1,785
+4% +$115K 1.32% 22
2022
Q4
$2.72M Buy
43,853
+8,706
+25% +$490K 1.13% 17
2022
Q3
$1.76M Sell
35,147
-887
-2% -$47K 0.75% 23
2022
Q2
$2.02M Buy
+36,034
New +$2.24M 0.75% 31
2022
Q1
Sell
-42,349
Closed -$2.28M 82
2021
Q4
$2.28M Buy
42,349
+15,055
+55% +$753K 0.79% 27
2021
Q3
$1.3M Sell
27,294
-73,618
-73% -$4.5M 0.44% 43
2021
Q2
$6.56M Buy
100,912
+2,258
+2% +$149K 2.08% 12
2021
Q1
$6.11M Sell
98,654
-4,005
-4% -$258K 2.11% 15
2020
Q4
$5.98M Buy
102,659
+87,861
+594% +$4.4M 2.16% 11
2020
Q3
$683K Sell
14,798
-395
-3% -$19K 0.28% 58
2020
Q2
$674K Sell
15,193
-8,515
-36% -$333K 0.29% 56
2020
Q1
$776K Sell
23,708
-29,546
-55% -$1.23M 0.35% 51
2019
Q4
$2.6M Buy
53,254
+14,713
+38% +$668K 0.96% 23
2019
Q3
$1.7M Sell
38,541
-8,621
-18% -$403K 0.83% 23
2019
Q2
$2.44M Buy
+47,162
New +$2.28M 1.08% 20
2018
Q3
Sell
-97,983
Closed -$4.37M 69
2018
Q2
$4.37M Sell
97,983
-3,720
-4% -$161K 3.05% 9
2018
Q1
$4.03M Buy
+101,703
New +$4.28M 1.95% 14

Other funds holding BHP