Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,464
Closed -$535K 366
2025
Q4
$535K Buy
2,464
+234
+10% +$48.1K 0.02% 490
2025
Q3
$481K Sell
2,230
-102
-4% -$23K 0.02% 501
2025
Q2
$489K Buy
2,332
+284
+14% +$53.6K 0.02% 474
2025
Q1
$349K Sell
2,048
-545
-21% -$94.3K 0.02% 521
2024
Q4
$459K Buy
+2,593
New +$407K 0.03% 439
2024
Q3
Sell
-2,983
Closed -$543K 404
2024
Q2
$543K Buy
+2,983
New +$532K 0.03% 385
2024
Q1
Sell
-2,796
Closed -$729K 382
2023
Q4
$729K Buy
2,796
+194
+7% +$41.5K 0.05% 302
2023
Q3
$499K Buy
+2,602
New +$569K 0.04% 347
2023
Q2
Sell
-3,023
Closed -$642K 333
2023
Q1
$642K Sell
3,023
-41
-1% -$8.52K 0.06% 272
2022
Q4
$583K Sell
3,064
-188
-6% -$30.8K 0.06% 286
2022
Q3
$393K Buy
3,252
+921
+40% +$141K 0.04% 363
2022
Q2
$318K Sell
2,331
-12
-0.5% -$1.77K 0.03% 368
2022
Q1
$448K Buy
2,343
+7
+0.3% +$1.41K 0.05% 323
2021
Q4
$470K Sell
2,336
-145
-6% -$30.6K 0.05% 314
2021
Q3
$545K Sell
2,481
-528
-18% -$118K 0.06% 274
2021
Q2
$720K Sell
3,009
-458
-13% -$111K 0.08% 232
2021
Q1
$883K Sell
3,467
-4,337
-56% -$964K 0.11% 207
2020
Q4
$1.67M Buy
7,804
+4,368
+127% +$840K 0.23% 106
2020
Q3
$567K Sell
3,436
-1,563
-31% -$266K 0.09% 220
2020
Q2
$916K Buy
4,999
+555
+12% +$85.3K 0.17% 147
2020
Q1
$662K Buy
4,444
+89
+2% +$24.4K 0.15% 159
2019
Q4
$1.42M Sell
4,355
-907
-17% -$321K 0.26% 99
2019
Q3
$2M Sell
5,262
-346
-6% -$124K 0.39% 71
2019
Q2
$2.04M Sell
5,608
-153
-3% -$55.8K 0.36% 60
2019
Q1
$2.2M Sell
5,761
-382
-6% -$147K 0.42% 53
2018
Q4
$1.98M Sell
6,143
-121
-2% -$41.8K 0.47% 45
2018
Q3
$2.33M Sell
6,264
-128
-2% -$45K 0.44% 48
2018
Q2
$2.14M Buy
6,392
+28
+0.4% +$9.63K 0.44% 49
2018
Q1
$2.09M Buy
6,364
+1,192
+23% +$403K 0.47% 48
2017
Q4
$1.52M Buy
+5,172
New +$1.4M 0.34% 70

Other funds holding BA