Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8K Buy
+100
New +$8.3K ﹤0.01% 631
2025
Q1
Sell
-43,638
Closed -$2.13M 747
2024
Q4
$2.13M Buy
+43,638
New +$2.37M 1.1% 23
2024
Q3
Sell
-47,565
Closed -$2.71M 687
2024
Q2
$2.71M Buy
47,565
+10,438
+28% +$607K 1.83% 9
2024
Q1
$2.14K Buy
37,127
+34,729
+1,448% +$2.08M 1.3% 17
2023
Q4
$163K Buy
+2,398
New +$145K 0.18% 102
2023
Q2
Sell
-18,821
Closed -$1.19M 547
2023
Q1
$1.19M Buy
+18,821
New +$1.21M 1.37% 16
2022
Q2
Sell
-9,716
Closed -$669K 726
2022
Q1
$669K Buy
+9,716
New +$590K 0.63% 33
2021
Q4
Sell
-8,802
Closed -$420K 575
2021
Q3
$420K Buy
+8,802
New +$538K 0.2% 96
2019
Q4
Sell
-24,322
Closed -$1.07M 832
2019
Q3
$1.07M Sell
24,322
-7,017
-22% -$328K 0.33% 44
2019
Q2
$1.62M Sell
31,339
-20,869
-40% -$1.01M 0.48% 28
2019
Q1
$2.55M Sell
52,208
-864
-2% -$39.4K 0.88% 19
2018
Q4
$2.29M Buy
53,072
+41,861
+373% +$1.75M 0.8% 25
2018
Q3
$498K Buy
+11,211
New +$486K 0.12% 100

Other funds holding BHP