Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.74M Buy
60,026
+497
+0.8% +$13.3K 0.95% 48
2025
Q4
$1.48M Sell
59,529
-239
-0.4% -$6.05K 0.83% 50
2025
Q3
$1.69M Sell
59,768
-298
-0.5% -$8.46K 0.99% 47
2025
Q2
$1.74M Buy
60,066
+399
+0.7% +$11K 1.17% 39
2025
Q1
$1.69M Sell
59,667
-90
-0.2% -$2.26K 1.16% 41
2024
Q4
$1.36M Buy
59,757
+8,403
+16% +$189K 0.95% 45
2024
Q3
$1.13M Sell
51,354
-514
-1% -$10.2K 0.95% 49
2024
Q2
$991K Sell
51,868
-3,200
-6% -$55.6K 0.86% 48
2024
Q1
$969K Buy
55,068
+575
+1% +$9.82K 0.84% 49
2023
Q4
$914K Hold
54,493
0.9% 51
2023
Q3
$832K Buy
54,493
+14,343
+36% +$210K 0.92% 48
2023
Q2
$640K Sell
40,150
-470
-1% -$8.01K 0.66% 54
2023
Q1
$782K Sell
40,620
-1,305
-3% -$24.9K 0.84% 52
2022
Q4
$772K Buy
41,925
+1,825
+5% +$32.7K 0.78% 56
2022
Q3
$615K Hold
40,100
0.68% 60
2022
Q2
$840K Sell
40,100
-14,449
-26% -$288K 0.85% 55
2022
Q1
$974K Sell
54,549
-1,473
-3% -$27.3K 0.88% 54
2021
Q4
$1.04M Buy
+56,022
New +$1.05M 0.96% 52

Other funds holding T