Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28.9K Buy
+1,440
New +$30.2K 0.08% 176
2023
Q2
Sell
-21,305
Closed -$267K 422
2023
Q1
$267K Buy
21,305
+86
+0.4% +$1.45K 0.02% 430
2022
Q4
$369K Sell
21,219
-239
-1% -$4.2K 0.04% 364
2022
Q3
$343K Buy
21,458
+2,395
+13% +$42.9K 0.03% 381
2022
Q2
$327K Sell
19,063
-335
-2% -$6.48K 0.03% 361
2022
Q1
$434K Sell
19,398
-2,453
-11% -$61K 0.04% 328
2021
Q4
$505K Buy
21,851
+986
+5% +$22.9K 0.05% 294
2021
Q3
$451K Buy
20,865
+81
+0.4% +$1.64K 0.05% 315
2021
Q2
$429K Buy
20,784
+164
+0.8% +$3.56K 0.05% 321
2021
Q1
$412K Buy
20,620
+412
+2% +$7.95K 0.05% 334
2020
Q4
$331K Sell
20,208
-2,149
-10% -$31.3K 0.05% 335
2020
Q3
$266K Buy
22,357
+375
+2% +$4.57K 0.04% 343
2020
Q2
$267K Buy
21,982
+213
+1% +$2.48K 0.05% 326
2020
Q1
$225K Buy
21,769
+7,548
+53% +$126K 0.05% 322
2019
Q4
$287K Sell
14,221
-886
-6% -$16.7K 0.05% 322
2019
Q3
$269K Buy
15,107
+1,833
+14% +$31.7K 0.05% 328
2019
Q2
$235K Buy
+13,274
New +$225K 0.04% 308
2018
Q4
Sell
-10,470
Closed -$208K 350
2018
Q3
$208K Buy
+10,470
New +$217K 0.04% 355

Other funds holding KEY