Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25M Sell
26,742
-63
-0.2% -$62.8K 2.05% 24
2026
Q1
$26.7M Buy
26,805
+4
+0% +$3.9K 2.33% 16
2025
Q4
$23.1M Buy
26,801
+182
+0.7% +$165K 2.08% 27
2025
Q3
$24.6M Buy
26,619
+214
+0.8% +$205K 2.17% 22
2025
Q2
$26.1M Sell
26,405
-5,176
-16% -$5.14M 2.45% 13
2025
Q1
$29.9M Sell
31,581
-549
-2% -$535K 2.93% 3
2024
Q4
$29.4M Sell
32,130
-719
-2% -$667K 2.94% 4
2024
Q3
$29.1M Sell
32,849
-1,325
-4% -$1.15M 2.79% 5
2024
Q2
$29M Sell
34,174
-2,296
-6% -$1.79M 3% 4
2024
Q1
$26.7M Sell
36,470
-1,764
-5% -$1.26M 2.81% 3
2023
Q4
$25.2M Sell
38,234
-1,203
-3% -$713K 2.86% 3
2023
Q3
$22.3M Sell
39,437
-1,605
-4% -$886K 2.73% 4
2023
Q2
$22.1M Sell
41,042
-1,124
-3% -$569K 2.51% 8
2023
Q1
$21M Buy
+42,166
New +$20.7M 2.46% 9
2022
Q4
Sell
-43,336
Closed -$20.5M 314
2022
Q3
$20.5M Buy
+43,336
New +$22.5M 16.28% 2
2022
Q2
Sell
-45,048
Closed -$25.9M 113
2022
Q1
$25.9M Sell
45,048
-125
-0.3% -$65.6K 9.85% 1
2021
Q4
$25.6M Buy
+45,173
New +$23.1M 8.22% 2
2021
Q2
Sell
-57,811
Closed -$20.4M 107
2021
Q1
$20.4M Buy
57,811
+2,136
+4% +$744K 2.51% 12
2020
Q4
$21M Sell
55,675
-364
-0.6% -$136K 2.82% 3
2020
Q3
$19.9M Sell
56,039
-2,035
-4% -$684K 3% 3
2020
Q2
$17.6M Buy
58,074
+997
+2% +$303K 2.82% 7
2020
Q1
$16.3M Sell
57,077
-1,362
-2% -$413K 3.1% 2
2019
Q4
$17.2M Sell
58,439
-568
-1% -$169K 2.41% 14
2019
Q3
$17M Sell
59,007
-10,360
-15% -$2.92M 2.59% 9
2019
Q2
$18.3M Sell
69,367
-2,380
-3% -$593K 2.64% 8
2019
Q1
$17.4M Buy
71,747
+4,495
+7% +$983K 2.64% 9
2018
Q4
$13.7M Buy
67,252
+705
+1% +$157K 2.46% 14
2018
Q3
$15.6M Sell
66,547
-7,416
-10% -$1.67M 2.49% 11
2018
Q2
$15.5M Sell
73,963
-4,084
-5% -$807K 2.67% 9
2018
Q1
$14.7M Buy
78,047
+931
+1% +$176K 2.59% 12
2017
Q4
$14.4M Sell
77,116
-2,345
-3% -$405K 2.42% 17
2017
Q3
$13.1M Sell
79,461
-1,022
-1% -$161K 2.23% 28
2017
Q2
$12.9M Buy
80,483
+1,028
+1% +$177K 2.26% 29
2017
Q1
$13.3M Sell
79,455
-316
-0.4% -$53K 2.42% 23
2016
Q4
$12.8M Buy
79,771
+812
+1% +$124K 2.37% 25
2016
Q3
$12M Sell
78,959
-450
-0.6% -$72.7K 2.15% 25
2016
Q2
$12.5M Buy
79,409
+1,748
+2% +$265K 2.27% 22
2016
Q1
$12.2M Buy
77,661
+1,265
+2% +$192K 2.36% 20
2015
Q4
$12.3M Sell
76,396
-1,008
-1% -$159K 2.43% 15
2015
Q3
$11.2M Sell
77,404
-2,430
-3% -$347K 2.3% 20
2015
Q2
$10.8M Buy
79,834
+5,789
+8% +$832K 1.91% 38
2015
Q1
$11.2M Sell
74,045
-426
-0.6% -$62.5K 2.02% 33
2014
Q4
$10.6M Sell
74,471
-1,375
-2% -$187K 1.96% 36
2014
Q3
$9.51M Sell
75,846
-469
-0.6% -$56.7K 1.79% 40
2014
Q2
$8.79M Buy
76,315
+960
+1% +$110K 1.67% 42
2014
Q1
$8.42M Buy
75,355
+1,010
+1% +$116K 1.7% 39
2013
Q4
$8.85M Buy
74,345
+445
+0.6% +$53.2K 1.8% 34
2013
Q3
$8.51M Buy
+73,900
New +$8.53M 1.89% 32

Other funds holding COST