Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.71M Sell
334,762
-269,673
-45% -$5.65M 0.09% 188
2025
Q4
$12.5M Buy
604,435
+14,435
+2% +$269K 0.14% 137
2025
Q3
$11M Buy
590,000
+12,446
+2% +$230K 0.14% 136
2025
Q2
$10.1M Buy
577,554
+356,822
+162% +$5.53M 0.14% 128
2025
Q1
$3.53M Sell
220,732
-9,626
-4% -$163K 0.05% 233
2024
Q4
$3.95M Buy
230,358
+202,069
+714% +$3.63M 0.05% 222
2024
Q3
$474K Hold
28,289
0.01% 333
2024
Q2
$402K Hold
28,289
0.02% 306
2024
Q1
$447K Sell
28,289
-2,872
-9% -$41.5K 0.02% 305
2023
Q4
$449K Buy
+31,161
New +$370K 0.01% 399
2023
Q2
Sell
-17,016
Closed -$213K 455
2023
Q1
$213K Sell
17,016
-82,099
-83% -$1.39M 0.01% 455
2022
Q4
$1.73M Buy
+99,115
New +$1.74M 0.05% 288

Other funds holding KEY