Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.56M Sell
355,608
-353,449
-50% -$4.78M ﹤0.01% 3654
2025
Q4
$9.34M Buy
709,057
+363,134
+105% +$5.11M 0.01% 2403
2025
Q3
$5.46M Buy
345,923
+194,864
+129% +$3.16M 0.01% 3301
2025
Q2
$2.43M Sell
151,059
-436,310
-74% -$6.77M ﹤0.01% 4109
2025
Q1
$8.42M Sell
587,369
-77,848
-12% -$1.14M 0.02% 2210
2024
Q4
$9.02M Buy
665,217
+248,141
+59% +$3.83M 0.01% 1984
2024
Q3
$7M Sell
417,076
-39,190
-9% -$633K 0.01% 2355
2024
Q2
$6.91M Buy
456,266
+298,351
+189% +$4.81M 0.01% 2517
2024
Q1
$2.53M Sell
157,915
-216,836
-58% -$3.79M ﹤0.01% 3715
2023
Q4
$6.67M Buy
374,751
+251,140
+203% +$4.34M 0.01% 2456
2023
Q3
$2.02M Buy
123,611
+33,700
+37% +$594K ﹤0.01% 4041
2023
Q2
$1.75M Buy
89,911
+1,342
+2% +$27K ﹤0.01% 4361
2023
Q1
$1.76M Sell
88,569
-59,970
-40% -$1.22M ﹤0.01% 4039
2022
Q4
$2.87M Buy
148,539
+72,101
+94% +$1.49M 0.01% 3292
2022
Q3
$1.52M Buy
+76,438
New +$1.71M ﹤0.01% 4663
2022
Q2
Sell
-216,542
Closed -$5.66M 10984
2022
Q1
$5.66M Buy
216,542
+17,998
+9% +$445K 0.01% 2841
2021
Q4
$4.68M Buy
198,544
+60,548
+44% +$1.38M 0.01% 2967
2021
Q3
$3.03M Buy
+137,996
New +$3.11M 0.01% 3626
2021
Q2
Sell
-70,601
Closed -$1.53M 10489
2021
Q1
$1.41M Sell
70,601
-53,458
-43% -$1.11M ﹤0.01% 4756
2020
Q4
$2.46M Sell
124,059
-30,509
-20% -$574K 0.01% 3152
2020
Q3
$2.72M Buy
154,568
+127,221
+465% +$2.26M 0.01% 2579
2020
Q2
$458K Buy
27,347
+17,260
+171% +$287K ﹤0.01% 5210
2020
Q1
$159K Sell
10,087
-111,431
-92% -$2.06M ﹤0.01% 4757
2019
Q4
$2.35M Buy
121,518
+40,262
+50% +$746K 0.01% 1758
2019
Q3
$1.45M Buy
81,256
+13,800
+20% +$251K 0.01% 2154
2019
Q2
$1.25M Buy
+67,456
New +$1.25M 0.01% 2422
2018
Q4
Sell
-75,594
Closed -$1.39M 5784
2018
Q3
$1.39M Buy
75,594
+50,994
+207% +$934K 0.01% 2352
2018
Q2
$437K Sell
24,600
-430
-2% -$7.61K ﹤0.01% 3733
2018
Q1
$440K Sell
25,030
-14,998
-37% -$274K ﹤0.01% 3607
2017
Q4
$758K Sell
40,028
-21,112
-35% -$391K 0.01% 2684
2017
Q3
$1.1M Buy
+61,140
New +$1.09M 0.01% 2190
2017
Q1
Sell
-28,476
Closed -$453K 4767
2016
Q4
$453K Sell
28,476
-32,132
-53% -$512K 0.01% 2957
2016
Q3
$1M Sell
60,608
-65,236
-52% -$1.08M 0.01% 1960
2016
Q2
$2.03M Buy
125,844
+50,386
+67% +$798K 0.03% 1271
2016
Q1
$1.23M Buy
75,458
+60,468
+403% +$870K 0.02% 1665
2015
Q4
$207K Buy
+14,990
New +$233K ﹤0.01% 3559
2015
Q3
Sell
-12,366
Closed -$213K 4231
2015
Q2
$213K Sell
12,366
-165,852
-93% -$2.85M ﹤0.01% 3218
2015
Q1
$2.96M Buy
178,218
+12,018
+7% +$208K 0.05% 637
2014
Q4
$3M Buy
166,200
+41,700
+33% +$751K 0.04% 502
2014
Q3
$2.13M Sell
124,500
-15,424
-11% -$275K 0.05% 558
2014
Q2
$2.6M Sell
139,924
-166,440
-54% -$3.05M 0.06% 437
2014
Q1
$5.51M Sell
306,364
-284,516
-48% -$4.91M 0.12% 223
2013
Q4
$10.2M Buy
590,880
+570,080
+2,741% +$9.83M 0.28% 118
2013
Q3
$344K Sell
20,800
-120,200
-85% -$1.87M 0.01% 1985
2013
Q2
$2.06M Buy
+141,000
New +$2.44M 0.06% 453

Other funds holding TU