Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.06M Sell
34,239
-8,984
-21% -$568K 0.08% 87
2025
Q4
$2.78M Sell
43,223
-2,690
-6% -$181K 0.1% 73
2025
Q3
$3.32M Hold
45,913
0.12% 65
2025
Q2
$3.41M Hold
45,913
0.14% 66
2025
Q1
$3.69M Hold
45,913
0.16% 63
2024
Q4
$3.59M Hold
45,913
0.15% 66
2024
Q3
$3.51M Buy
45,913
+9,084
+25% +$676K 0.15% 69
2024
Q2
$2.92M Hold
36,829
0.13% 73
2024
Q1
$3.09M Buy
36,829
+9,430
+34% +$780K 0.14% 67
2023
Q4
$2.36M Hold
27,399
0.12% 75
2023
Q3
$2.17M Hold
27,399
0.13% 79
2023
Q2
$2.29M Hold
27,399
0.13% 77
2023
Q1
$2.34M Hold
27,399
0.14% 72
2022
Q4
$1.93M Hold
27,399
0.13% 80
2022
Q3
$1.79M Hold
27,399
0.13% 74
2022
Q2
$1.96M Hold
27,399
0.14% 70
2022
Q1
$2.14M Hold
27,399
0.13% 74
2021
Q4
$2.61M Buy
27,399
+5,829
+27% +$522K 0.15% 65
2021
Q3
$1.9M Hold
21,570
0.12% 78
2021
Q2
$2.12M Buy
21,570
+4,317
+25% +$426K 0.13% 72
2021
Q1
$1.7M Buy
17,253
+5,653
+49% +$541K 0.11% 80
2020
Q4
$1.13M Hold
11,600
0.08% 96
2020
Q3
$769K Hold
11,600
0.06% 114
2020
Q2
$764K Hold
11,600
0.06% 108
2020
Q1
$629K Buy
+11,600
New +$760K 0.06% 109

Other funds holding DLB