Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$296K Buy
23,063
+714
+3% +$9.66K 0.03% 368
2025
Q4
$294K Sell
22,349
-4,217
-16% -$59.4K 0.03% 365
2025
Q3
$419K Sell
26,566
-68
-0.3% -$1.1K 0.05% 291
2025
Q2
$428K Sell
26,634
-5,252
-16% -$81.5K 0.06% 234
2025
Q1
$457K Buy
31,886
+4,728
+17% +$69.4K 0.07% 211
2024
Q4
$368K Buy
27,158
+16
+0.1% +$247 0.06% 246
2024
Q3
$455K Buy
27,142
+1,180
+5% +$19.1K 0.07% 236
2024
Q2
$393K Buy
25,962
+816
+3% +$13.1K 0.06% 265
2024
Q1
$403K Buy
25,146
+2,388
+10% +$41.8K 0.06% 275
2023
Q4
$405K Buy
22,758
+221
+1% +$3.82K 0.06% 258
2023
Q3
$368K Buy
22,537
+546
+2% +$9.62K 0.07% 242
2023
Q2
$428K Buy
21,991
+2,558
+13% +$51.5K 0.08% 224
2023
Q1
$398K Buy
19,433
+33
+0.2% +$671 0.08% 210
2022
Q4
$407K Buy
19,400
+6,161
+47% +$127K 0.09% 208
2022
Q3
$263K Buy
13,239
+3,328
+34% +$74.3K 0.07% 249
2022
Q2
$221K Buy
9,911
+1,981
+25% +$49K 0.05% 333
2022
Q1
$207K Sell
7,930
-1,672
-17% -$41.3K 0.04% 363
2021
Q4
$226K Sell
9,602
-736
-7% -$16.8K 0.04% 349
2021
Q3
$236K Buy
+10,338
New +$233K 0.04% 330

Other funds holding TU