Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$67.4M Buy
926,450
+732,973
+379% +$51.8M 0.07% 869
2025
Q4
$11.7M Sell
193,477
-332,505
-63% -$18.9M 0.01% 2138
2025
Q3
$29.3M Buy
525,982
+474,222
+916% +$25.2M 0.03% 1312
2025
Q2
$2.49M Sell
51,760
-90,205
-64% -$4.34M ﹤0.01% 4078
2025
Q1
$6.89M Sell
141,965
-157,203
-53% -$7.83M 0.01% 2450
2024
Q4
$14.6M Sell
299,168
-636,298
-68% -$34.6M 0.02% 1540
2024
Q3
$58.1M Buy
935,466
+156,077
+20% +$8.62M 0.09% 619
2024
Q2
$44.5M Sell
779,389
-243,352
-24% -$14.1M 0.05% 760
2024
Q1
$59M Buy
1,022,741
+199,222
+24% +$11.9M 0.08% 553
2023
Q4
$56.3M Buy
823,519
+89,650
+12% +$5.41M 0.07% 623
2023
Q3
$41.7M Buy
733,869
+588,742
+406% +$34.4M 0.07% 636
2023
Q2
$8.66M Buy
145,127
+133,958
+1,199% +$7.99M 0.01% 2067
2023
Q1
$708K Sell
11,169
-33,571
-75% -$2.16M ﹤0.01% 5697
2022
Q4
$2.78M Sell
44,740
-167,997
-79% -$9.45M 0.01% 3344
2022
Q3
$10.6M Buy
212,737
+197,755
+1,320% +$10.5M 0.02% 1623
2022
Q2
$842K Sell
14,982
-903,393
-98% -$56.1M ﹤0.01% 5805
2022
Q1
$63.3M Buy
918,375
+553,806
+152% +$33.6M 0.12% 575
2021
Q4
$19.6M Buy
364,569
+90,738
+33% +$4.54M 0.04% 1227
2021
Q3
$13.1M Buy
273,831
+255,691
+1,410% +$15.6M 0.03% 1490
2021
Q2
$1.18M Sell
18,140
-4,747
-21% -$314K ﹤0.01% 5476
2021
Q1
$1.42M Sell
22,887
-117,537
-84% -$7.57M ﹤0.01% 4732
2020
Q4
$8.19M Buy
140,424
+19,060
+16% +$955K 0.02% 1599
2020
Q3
$5.6M Buy
121,364
+112,089
+1,209% +$5.39M 0.02% 1731
2020
Q2
$411K Sell
9,275
-92,381
-91% -$3.62M ﹤0.01% 5373
2020
Q1
$3.33M Sell
101,656
-12,399
-11% -$518K 0.02% 1524
2019
Q4
$5.57M Sell
114,055
-214,684
-65% -$9.75M 0.03% 993
2019
Q3
$14.5M Buy
328,739
+276,211
+526% +$12.9M 0.09% 450
2019
Q2
$2.72M Sell
52,528
-288,357
-85% -$13.9M 0.02% 1573
2019
Q1
$16.6M Buy
340,885
+188,068
+123% +$8.57M 0.07% 467
2018
Q4
$6.58M Sell
152,817
-27,485
-15% -$1.15M 0.06% 768
2018
Q3
$8.02M Buy
180,302
+30,355
+20% +$1.32M 0.05% 744
2018
Q2
$6.69M Sell
149,947
-78,836
-34% -$3.41M 0.05% 836
2018
Q1
$9.07M Buy
228,783
+132,522
+138% +$5.58M 0.07% 588
2017
Q4
$3.95M Buy
96,261
+88,420
+1,128% +$3.33M 0.03% 1024
2017
Q3
$284K Sell
7,841
-117,443
-94% -$4.29M ﹤0.01% 3751
2017
Q2
$3.98M Sell
125,284
-131,099
-51% -$4.16M 0.04% 915
2017
Q1
$8.31M Buy
256,383
+165,442
+182% +$5.72M 0.09% 450
2016
Q4
$2.9M Buy
90,941
+80,263
+752% +$2.6M 0.03% 1016
2016
Q3
$330K Sell
10,678
-285,401
-96% -$7.83M ﹤0.01% 3207
2016
Q2
$7.54M Buy
296,079
+115,384
+64% +$2.88M 0.1% 439
2016
Q1
$4.17M Buy
180,695
+14,685
+9% +$311K 0.06% 653
2015
Q4
$3.81M Buy
+166,010
New +$4.44M 0.06% 637
2015
Q3
Sell
-37,435
Closed -$1.22M 3580
2015
Q2
$1.36M Buy
37,435
+31,752
+559% +$1.28M 0.02% 1294
2015
Q1
$223K Sell
5,683
-387,223
-99% -$15.7M ﹤0.01% 2787
2014
Q4
$15.7M Buy
392,906
+196,346
+100% +$9.06M 0.22% 125
2014
Q3
$9.79M Buy
+196,560
New +$11.4M 0.21% 163
2013
Q4
Sell
-5,699
Closed -$320K 2349
2013
Q3
$320K Sell
5,699
-80,178
-93% -$4.36M 0.01% 2044
2013
Q2
$4.19M Buy
+85,877
New +$4.76M 0.12% 206

Other funds holding BHP