Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-37,243
Closed -$4.25M 3888
2025
Q4
$4.78M Buy
+37,243
New +$5.2M 0.02% 807
2025
Q3
Hold
0
2928
2025
Q2
Hold
0
2703
2025
Q1
Sell
-16,614
Closed -$1.34M 2593
2024
Q4
$1.34M Buy
+16,614
New +$1.51M 0.01% 927
2024
Q3
Hold
0
2489
2024
Q2
Sell
-6,518
Closed -$731K 2302
2024
Q1
$798K Sell
6,518
-10,247
-61% -$1.41M 0.01% 995
2023
Q4
$2.97M Sell
16,765
-29,966
-64% -$5.46M 0.02% 485
2023
Q3
$8.4M Buy
+46,731
New +$10.1M 0.09% 165
2023
Q2
Sell
-5,052
Closed -$926K 2539
2023
Q1
$984K Sell
5,052
-99,632
-95% -$20M 0.01% 956
2022
Q4
$17.2M Buy
+104,684
New +$21M 0.25% 68
2022
Q3
Sell
-90,611
Closed -$14.9M 2856
2022
Q2
$13.3M Buy
+90,611
New +$19.9M 0.15% 102
2022
Q1
Sell
-181,642
Closed -$37.7M 3171
2021
Q4
$37.7M Buy
181,642
+155,350
+591% +$34.4M 0.22% 46
2021
Q3
$3.06M Sell
26,292
-12,778
-33% -$1.13M 0.02% 498
2021
Q2
$3.04M Buy
+39,070
New +$3.24M 0.03% 449
2020
Q1
Sell
-15,927
Closed -$513K 825
2019
Q4
$513K Sell
15,927
-20,381
-56% -$611K 0.03% 521
2019
Q3
$1.03M Buy
+36,308
New +$1.11M 0.06% 351

Other funds holding CAR