Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-27,767
Closed -$1.58M 1682
2024
Q2
$1.58M Hold
27,767
﹤0.01% 1287
2024
Q1
$1.6M Hold
27,767
﹤0.01% 1285
2023
Q4
$1.9M Hold
27,767
﹤0.01% 1241
2023
Q3
$1.58M Sell
27,767
-28,213
-50% -$1.65M ﹤0.01% 1233
2023
Q2
$3.34M Hold
55,980
﹤0.01% 1025
2023
Q1
$3.55M Sell
55,980
-436,888
-89% -$28.2M ﹤0.01% 1000
2022
Q4
$30.6M Buy
492,868
+21,377
+5% +$1.2M 0.04% 599
2022
Q3
$23.6M Buy
471,491
+44,843
+11% +$2.37M 0.03% 649
2022
Q2
$24M Sell
426,648
-14,068
-3% -$873K 0.03% 670
2022
Q1
$30.4K Hold
440,716
0.02% 659
2021
Q4
$23.7M Sell
440,716
-601,841
-58% -$30.1M 0.02% 712
2021
Q3
$49.8M Buy
1,042,557
+449,480
+76% +$27.5M 0.04% 522
2021
Q2
$38.5M Buy
+593,077
New +$39.2M 0.03% 614
2020
Q2
Sell
-69,660
Closed -$2.28M 2362
2020
Q1
$2.28M Buy
69,660
+6,041
+9% +$252K ﹤0.01% 884
2019
Q4
$3.1M Buy
63,619
+3,702
+6% +$168K ﹤0.01% 922
2019
Q3
$2.64M Buy
59,917
+1,116
+2% +$52.1K ﹤0.01% 949
2019
Q2
$3.05M Sell
58,801
-785
-1% -$37.9K 0.01% 901
2019
Q1
$2.91M Hold
59,586
0.01% 900
2018
Q4
$2.57M Hold
59,586
0.01% 899
2018
Q3
$2.65M Sell
59,586
-13,911
-19% -$603K ﹤0.01% 933
2018
Q2
$3.28M Buy
73,497
+1,187
+2% +$51.4K 0.01% 866
2018
Q1
$2.87M Hold
72,310
0.01% 890
2017
Q4
$2.97M Hold
72,310
0.01% 920
2017
Q3
$2.61M Sell
72,310
-1,209
-2% -$44.2K ﹤0.01% 911
2017
Q2
$2.33M Sell
73,519
-1,330
-2% -$42.2K ﹤0.01% 939
2017
Q1
$2.42M Sell
74,849
-4,789
-6% -$165K ﹤0.01% 924
2016
Q4
$2.54M Sell
79,638
-3,948
-5% -$128K ﹤0.01% 896
2016
Q3
$2.58M Sell
83,586
-91,492
-52% -$2.51M 0.01% 892
2016
Q2
$4.46M Buy
175,078
+84,470
+93% +$2.1M ﹤0.01% 901
2016
Q1
$2.09M Buy
90,608
+45
+0% +$953 ﹤0.01% 945
2015
Q4
$2.08M Buy
90,563
+12,436
+16% +$332K ﹤0.01% 922
2015
Q3
$2.2M Buy
78,127
+1,776
+2% +$57.7K ﹤0.01% 946
2015
Q2
$2.77M Sell
76,351
-4,258
-5% -$172K 0.01% 939
2015
Q1
$3.17M Sell
80,609
-1,768,791
-96% -$71.8M 0.01% 891
2014
Q4
$74M Buy
1,849,400
+1,709,607
+1,223% +$78.9M 0.15% 125
2014
Q3
$6.96M Sell
139,793
-1,682,452
-92% -$97.9M 0.02% 604
2014
Q2
$105M Buy
1,822,245
+341,780
+23% +$20.1M 0.24% 100
2014
Q1
$84.8M Buy
1,480,465
+1,380,052
+1,374% +$77.3M 0.15% 121
2013
Q4
$5.79M Buy
+100,413
New +$5.81M 0.01% 599
2013
Q3
Sell
-184,901
Closed -$10.1M 1608
2013
Q2
$9.02M Buy
+184,901
New +$10.2M 0.02% 465

Other funds holding BHP