Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,725
Closed -$242K 222
2021
Q2
$242K Hold
3,725
﹤0.01% 219
2021
Q1
$230K Sell
3,725
-4,708
-56% -$303K ﹤0.01% 206
2020
Q4
$491K Hold
8,433
﹤0.01% 186
2020
Q3
$389K Sell
8,433
-1,345
-14% -$64.7K ﹤0.01% 183
2020
Q2
$433K Hold
9,778
﹤0.01% 183
2020
Q1
$320K Sell
9,778
-169
-2% -$7.05K ﹤0.01% 188
2019
Q4
$485K Hold
9,947
﹤0.01% 186
2019
Q3
$438K Hold
9,947
﹤0.01% 187
2019
Q2
$515K Hold
9,947
﹤0.01% 180
2019
Q1
$485K Sell
9,947
-661
-6% -$30.1K ﹤0.01% 183
2018
Q4
$456K Sell
10,608
-149
-1% -$6.24K ﹤0.01% 181
2018
Q3
$443K Sell
10,757
-2,102
-16% -$91.1K ﹤0.01% 180
2018
Q2
$573K Sell
12,859
-2,038
-14% -$88.2K ﹤0.01% 175
2018
Q1
$590K Buy
14,897
+2,103
+16% +$88.5K ﹤0.01% 177
2017
Q4
$524K Sell
12,794
-322
-2% -$12.1K ﹤0.01% 187
2017
Q3
$474K Sell
13,116
-13,195
-50% -$482K ﹤0.01% 179
2017
Q2
$835K Sell
26,311
-686,975
-96% -$21.8M 0.01% 155
2017
Q1
$23.1M Sell
713,286
-5,352
-0.7% -$185K 0.15% 81
2016
Q4
$22.9M Sell
718,638
-3,712
-0.5% -$120K 0.15% 79
2016
Q3
$22.3M Sell
722,350
-28,880,262
-98% -$793M 0.15% 81
2016
Q2
$1.12B Buy
29,602,612
+28,556,867
+2,731% +$712M 7.76% 2
2016
Q1
$24.2M Sell
1,045,745
-68,082
-6% -$1.44M 0.17% 80
2015
Q4
$25.6M Sell
1,113,827
-104,142
-9% -$2.78M 0.19% 77
2015
Q3
$34.4M Buy
1,217,969
+11,765
+1% +$382K 0.26% 70
2015
Q2
$43.8M Sell
1,206,204
-110,388
-8% -$4.46M 0.3% 62
2015
Q1
$51.7M Sell
1,316,592
-75,658
-5% -$3.07M 0.35% 58
2014
Q4
$55.7M Buy
1,392,250
+35,668
+3% +$1.65M 0.34% 59
2014
Q3
$67.5M Sell
1,356,582
-55,447
-4% -$3.22M 0.41% 52
2014
Q2
$81.7M Buy
1,412,029
+14,238
+1% +$836K 0.46% 49
2014
Q1
$80.1M Sell
1,397,791
-70,139
-5% -$3.93M 0.47% 46
2013
Q4
$84.7M Buy
1,467,930
+63,953
+5% +$3.7M 0.48% 48
2013
Q3
$78.9M Buy
1,403,977
+202,601
+17% +$11M 0.46% 47
2013
Q2
$58.6M Buy
+1,201,376
New +$66.6M 0.35% 55

Other funds holding BHP