Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.1M Sell
179,803
-1,249
-0.7% -$88.3K 0.01% 770
2025
Q4
$10.9M Buy
181,052
+1,420
+0.8% +$80.7K 0.01% 828
2025
Q3
$10M Buy
179,632
+18,986
+12% +$1.01M 0.01% 855
2025
Q2
$7.73M Buy
160,646
+20,016
+14% +$962K 0.01% 908
2025
Q1
$6.83M Buy
140,630
+60,170
+75% +$3M 0.01% 921
2024
Q4
$3.93M Sell
80,460
-41,002
-34% -$2.23M 0.01% 1152
2024
Q3
$7.55M Sell
121,462
-210,253
-63% -$11.6M 0.01% 864
2024
Q2
$19M Sell
331,715
-1,702
-0.5% -$98.9K 0.03% 517
2024
Q1
$19.2M Sell
333,417
-11,023
-3% -$660K 0.03% 487
2023
Q4
$23.5M Sell
344,440
-6,170
-2% -$372K 0.04% 427
2023
Q3
$19.9M Sell
350,610
-8,671
-2% -$507K 0.04% 441
2023
Q2
$21.4M Buy
359,281
+57,607
+19% +$3.44M 0.04% 405
2023
Q1
$19.1M Buy
301,674
+57,133
+23% +$3.68M 0.04% 417
2022
Q4
$15.2M Sell
244,541
-3,385
-1% -$190K 0.03% 479
2022
Q3
$12.6M Buy
247,926
+21,146
+9% +$1.12M 0.03% 487
2022
Q2
$12.7M Sell
226,780
-44,834
-17% -$2.78M 0.03% 489
2022
Q1
$18.7M Buy
271,614
+243,413
+863% +$14.8M 0.04% 400
2021
Q4
$1.51M Buy
28,201
+4,131
+17% +$207K ﹤0.01% 1524
2021
Q3
$1.15M Sell
24,070
-72,542
-75% -$4.43M ﹤0.01% 1575
2021
Q2
$6.27M Buy
96,612
+10,224
+12% +$676K 0.02% 718
2021
Q1
$5.33M Buy
86,388
+15,512
+22% +$999K 0.02% 712
2020
Q4
$4.17M Buy
70,876
+15,049
+27% +$754K 0.02% 642
2020
Q3
$2.63M Buy
55,827
+4,056
+8% +$195K 0.01% 773
2020
Q2
$2.21M Sell
51,771
-678
-1% -$26.5K 0.01% 776
2020
Q1
$1.71M Buy
+52,449
New +$2.19M 0.01% 800
2019
Q4
Sell
-60,652
Closed -$2.6M 2377
2019
Q3
$2.6M Buy
60,652
+35
+0.1% +$1.64K 0.01% 800
2019
Q2
$3.13M Sell
60,617
-19,258
-24% -$930K 0.02% 732
2019
Q1
$3.9M Buy
79,875
+28,892
+57% +$1.32M 0.03% 606
2018
Q4
$2.15M Sell
50,983
-1,011
-2% -$42.4K 0.02% 740
2018
Q3
$2.22M Sell
51,994
-39,796
-43% -$1.72M 0.02% 795
2018
Q2
$4.21M Buy
91,790
+3,556
+4% +$154K 0.03% 551
2018
Q1
$3.49M Buy
88,234
+11,559
+15% +$486K 0.03% 598
2017
Q4
$3.13M Buy
76,675
+2,287
+3% +$86.1K 0.03% 656
2017
Q3
$2.67M Buy
74,388
+3,395
+5% +$124K 0.02% 713
2017
Q2
$2.24M Buy
70,993
+4,688
+7% +$149K 0.02% 765
2017
Q1
$2.15M Buy
66,305
+15,937
+32% +$551K 0.02% 736
2016
Q4
$1.61M Buy
50,368
+541
+1% +$17.5K 0.02% 773
2016
Q3
$1.54M Buy
49,827
+8,611
+21% +$236K 0.02% 751
2016
Q2
$1.06M Buy
41,216
+4,317
+12% +$108K 0.01% 863
2016
Q1
$860K Sell
36,899
-4,337
-11% -$91.8K 0.01% 1111
2015
Q4
$958K Buy
41,236
+18,574
+82% +$496K 0.01% 990
2015
Q3
$638K Buy
+22,662
New +$736K 0.01% 1099
2015
Q2
Sell
-9,886
Closed -$388K 1583
2015
Q1
$388K Buy
9,886
+4,745
+92% +$193K 0.01% 1156
2014
Q4
$206K Sell
5,141
-153
-3% -$7.06K ﹤0.01% 1388
2014
Q3
$264K Buy
5,294
+241
+5% +$14K ﹤0.01% 1262
2014
Q2
$292K Sell
5,053
-224
-4% -$13.2K 0.01% 1262
2014
Q1
$302K Sell
5,277
-3,991
-43% -$224K 0.01% 1167
2013
Q4
$535K Buy
9,268
+603
+7% +$34.9K 0.01% 942
2013
Q3
$487K Sell
8,665
-243
-3% -$13.2K 0.01% 852
2013
Q2
$434K Buy
+8,908
New +$494K 0.01% 860

Other funds holding BHP