Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,134
Closed -$315K 230
2025
Q1
$315K Hold
11,134
0.06% 189
2024
Q4
$254K Sell
11,134
-100
-0.9% -$2.25K 0.05% 204
2024
Q3
$247K Sell
11,234
-122
-1% -$2.43K 0.05% 211
2024
Q2
$217K Sell
11,356
-300
-3% -$5.22K 0.04% 216
2024
Q1
$205K Sell
11,656
-455
-4% -$7.77K 0.04% 231
2023
Q4
$203K Sell
12,111
-2,145
-15% -$33.9K 0.04% 225
2023
Q3
$209K Sell
14,256
-544
-4% -$7.97K 0.05% 213
2023
Q2
$213K Sell
14,800
-4,165
-22% -$70.9K 0.05% 215
2023
Q1
$365K Sell
18,965
-759
-4% -$14.5K 0.08% 165
2022
Q4
$363K Sell
19,724
-1,340
-6% -$24K 0.08% 162
2022
Q3
$323K Sell
21,064
-1,932
-8% -$35.2K 0.08% 166
2022
Q2
$482K Sell
22,996
-8,370
-27% -$167K 0.11% 138
2022
Q1
$560K Buy
31,366
+1,399
+5% +$25.9K 0.11% 136
2021
Q4
$557K Sell
29,967
-3,067
-9% -$57.3K 0.1% 140
2021
Q3
$674K Sell
33,034
-5,265
-14% -$111K 0.13% 116
2021
Q2
$832K Sell
38,299
-1,060
-3% -$24.1K 0.16% 100
2021
Q1
$899K Buy
39,359
+55
+0.1% +$1.22K 0.18% 87
2020
Q4
$854K Buy
39,304
+34
+0.1% +$733 0.18% 87
2020
Q3
$846K Buy
39,270
+27
+0.1% +$603 0.24% 73
2020
Q2
$896K Buy
39,243
+3,653
+10% +$83.2K 0.28% 67
2020
Q1
$784K Buy
35,590
+378
+1% +$10.3K 0.29% 67
2019
Q4
$1.04M Buy
35,212
+1,226
+4% +$35.4K 0.3% 66
2019
Q3
$971K Buy
33,986
+1,058
+3% +$28K 0.29% 67
2019
Q2
$833K Buy
32,928
+16
+0% +$384 0.24% 70
2019
Q1
$780K Sell
32,912
-32,332
-50% -$744K 0.22% 75
2018
Q4
$1.41M Buy
65,244
+29,842
+84% +$695K 0.22% 75
2018
Q3
$898K Buy
35,402
+1,251
+4% +$30.6K 0.26% 70
2018
Q2
$828K Buy
34,151
+1,743
+5% +$43.7K 0.25% 73
2018
Q1
$873K Sell
32,408
-2,383
-7% -$66.3K 0.28% 66
2017
Q4
$1.02M Sell
34,791
-1,312
-4% -$35.8K 0.32% 60
2017
Q3
$918K Sell
36,103
-1,060
-3% -$30.1K 0.29% 67
2017
Q2
$1.06M Buy
37,163
+98
+0.3% +$2.89K 0.35% 59
2017
Q1
$1.16M Buy
37,065
+1,473
+4% +$46.4K 0.39% 56
2016
Q4
$1.14M Buy
35,592
+403
+1% +$11.9K 0.43% 56
2016
Q3
$1.04M Buy
35,189
+165
+0.5% +$5.21K 0.37% 59
2016
Q2
$1.14M Sell
35,024
-629
-2% -$18.7K 0.43% 52
2016
Q1
$1.05M Buy
35,653
+1,269
+4% +$35.1K 0.41% 52
2015
Q4
$894K Sell
34,384
-416
-1% -$10.6K 0.36% 56
2015
Q3
$856K Sell
34,800
-277
-0.8% -$7.06K 0.34% 57
2015
Q2
$941K Sell
35,077
-5,012
-13% -$130K 0.35% 55
2015
Q1
$989K Sell
40,089
-488
-1% -$12.4K 0.35% 57
2014
Q4
$1.03M Buy
40,577
+33
+0.1% +$856 0.41% 52
2014
Q3
$1.07M Buy
40,544
+993
+3% +$26.4K 0.43% 53
2014
Q2
$1.06M Sell
39,551
-201
-0.5% -$5.38K 0.43% 52
2014
Q1
$1.05M Sell
39,752
-1,385
-3% -$34.8K 0.45% 49
2013
Q4
$1.09M Sell
41,137
-234
-0.6% -$6.16K 0.46% 49
2013
Q3
$1.06M Buy
41,371
+3,254
+9% +$85.4K 0.46% 49
2013
Q2
$1.02M Buy
+38,117
New +$1.06M 0.45% 51

Other funds holding T