Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,308
Closed -$650K 874
2023
Q4
$650K Sell
11,308
-5,438
-32% -$281K 0.02% 516
2023
Q3
$965K Sell
16,746
-2,793
-14% -$166K 0.03% 383
2023
Q2
$1.17M Buy
19,539
+6,781
+53% +$336K 0.04% 337
2023
Q1
$617K Sell
12,758
-3,164
-20% -$162K 0.02% 525
2022
Q4
$680K Hold
15,922
0.02% 464
2022
Q3
$474K Hold
15,922
0.02% 536
2022
Q2
$436K Buy
15,922
+1,212
+8% +$40.4K 0.02% 591
2022
Q1
$525K Hold
14,710
0.02% 584
2021
Q4
$647K Hold
14,710
0.02% 527
2021
Q3
$619K Hold
14,710
0.03% 429
2021
Q2
$700K Hold
14,710
0.03% 392
2021
Q1
$678K Sell
14,710
-2,549
-15% -$105K 0.03% 416
2020
Q4
$602K Sell
17,259
-2,958
-15% -$87.3K 0.03% 413
2020
Q3
$391K Hold
20,217
0.02% 506
2020
Q2
$379K Hold
20,217
0.02% 502
2020
Q1
$290K Hold
20,217
0.02% 549
2019
Q4
$602K Hold
20,217
0.03% 406
2019
Q3
$525K Buy
20,217
+2,577
+15% +$70.8K 0.03% 439
2019
Q2
$554K Buy
17,640
+3,189
+22% +$97.9K 0.03% 414
2019
Q1
$464K Buy
14,451
+5,771
+66% +$183K 0.02% 465
2018
Q4
$239K Sell
8,680
-725
-8% -$23.2K 0.01% 658
2018
Q3
$375K Buy
+9,405
New +$382K 0.02% 555
2013
Q3
Sell
-326
Closed -$9K 465
2013
Q2
$9K Buy
+326
New +$10.1K ﹤0.01% 613

Other funds holding TEX