Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-31,353
Closed -$4.02M 1940
2025
Q4
$4.02M Sell
31,353
-10,357
-25% -$1.44M 0.05% 423
2025
Q3
$6.7M Buy
+41,710
New +$7.03M 0.09% 319
2025
Q2
Sell
-137,211
Closed -$10.4M 1821
2025
Q1
$10.4M Buy
+137,211
New +$11M 0.16% 182
2024
Q4
Sell
-32,373
Closed -$2.84M 1674
2024
Q3
$2.84M Buy
+32,373
New +$2.92M 0.06% 389
2024
Q2
Sell
-17,600
Closed -$2.16M 1838
2024
Q1
$2.16M Buy
17,600
+2,961
+20% +$409K 0.06% 409
2023
Q4
$2.59M Buy
14,639
+2,567
+21% +$468K 0.08% 295
2023
Q3
$2.17M Sell
12,072
-21,651
-64% -$4.69M 0.08% 340
2023
Q2
$7.71M Buy
+33,723
New +$6.18M 0.28% 47
2022
Q4
Sell
-17,400
Closed -$2.58M 1597
2022
Q3
$2.58M Buy
17,400
+6,667
+62% +$1.1M 0.1% 297
2022
Q2
$1.58M Sell
10,733
-5,381
-33% -$1.18M 0.07% 406
2022
Q1
$4.24M Sell
16,114
-3,148
-16% -$633K 0.18% 95
2021
Q4
$3.99M Buy
19,262
+10,512
+120% +$2.33M 0.25% 33
2021
Q3
$1.02M Buy
+8,750
New +$771K 0.07% 289
2021
Q2
Sell
-7,000
Closed -$508K 1108
2021
Q1
$508K Sell
7,000
-32,407
-82% -$1.67M 0.05% 396
2020
Q4
$1.47M Buy
39,407
+21,407
+119% +$752K 0.25% 73
2020
Q3
$474K Buy
+18,000
New +$542K 0.1% 344

Other funds holding CAR