Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-39,574
Closed -$248K 12732
2025
Q4
$248K Sell
39,574
-6,466
-14% -$38K ﹤0.01% 9263
2025
Q3
$288K Buy
+46,040
New +$284K ﹤0.01% 8978
2025
Q2
Sell
-35,376
Closed -$193K 10647
2025
Q1
$193K Sell
35,376
-73,399
-67% -$466K ﹤0.01% 8480
2024
Q4
$758K Buy
108,775
+23,664
+28% +$160K ﹤0.01% 5924
2024
Q3
$386K Buy
85,111
+41,786
+96% +$206K ﹤0.01% 7630
2024
Q2
$236K Buy
43,325
+22,775
+111% +$112K ﹤0.01% 8160
2024
Q1
$109K Sell
20,550
-1,246
-6% -$6.73K ﹤0.01% 8500
2023
Q4
$118K Buy
21,796
+3,708
+20% +$18.1K ﹤0.01% 8512
2023
Q3
$91K Sell
18,088
-18,045
-50% -$94.5K ﹤0.01% 7990
2023
Q2
$136K Buy
36,133
+12,717
+54% +$45.9K ﹤0.01% 7859
2023
Q1
$100K Buy
+23,416
New +$103K ﹤0.01% 8225
2022
Q2
Sell
-54,318
Closed -$377K 10634
2022
Q1
$377K Buy
+54,318
New +$285K ﹤0.01% 7995
2021
Q4
Sell
-20,122
Closed -$86K 10681
2021
Q3
$86K Buy
20,122
+10,104
+101% +$41.7K ﹤0.01% 9362
2021
Q2
$42K Sell
10,018
-29,773
-75% -$108K ﹤0.01% 9537
2021
Q1
$140K Buy
+39,791
New +$189K ﹤0.01% 8491
2020
Q1
Sell
-38,607
Closed -$180K 5850
2019
Q4
$180K Buy
38,607
+27,835
+258% +$174K ﹤0.01% 4746
2019
Q3
$113K Buy
+10,772
New +$101K ﹤0.01% 4780
2019
Q2
Sell
-12,008
Closed -$143K 5625
2019
Q1
$143K Buy
+12,008
New +$161K ﹤0.01% 4723
2014
Q2
Sell
-19,015
Closed -$446K 3007
2014
Q1
$446K Buy
+19,015
New +$454K ﹤0.01% 1675
2013
Q4
Sell
-7,201
Closed -$219K 2792
2013
Q3
$219K Buy
+7,201
New +$213K ﹤0.01% 2340

Other funds holding QUAD