Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.3M Buy
17,918
+2,815
+19% +$199K 0.01% 691
2025
Q4
$912K Sell
15,103
-152
-1% -$8.64K 0.01% 767
2025
Q3
$850K Buy
15,255
+9,164
+150% +$488K 0.01% 761
2025
Q2
$293K Buy
6,091
+1,224
+25% +$58.8K ﹤0.01% 1017
2025
Q1
$236K Buy
4,867
+688
+16% +$34.3K ﹤0.01% 1060
2024
Q4
$204K Buy
4,179
+601
+17% +$32.7K ﹤0.01% 1143
2024
Q3
$222K Sell
3,578
-4,465
-56% -$247K ﹤0.01% 979
2024
Q2
$459K Buy
8,043
+460
+6% +$26.7K ﹤0.01% 839
2024
Q1
$437K Sell
7,583
-582
-7% -$34.8K ﹤0.01% 854
2023
Q4
$558K Buy
8,165
+1,866
+30% +$113K 0.01% 664
2023
Q3
$358K Sell
6,299
-585
-8% -$34.2K 0.01% 749
2023
Q2
$411K Sell
6,884
-1,808
-21% -$108K 0.01% 710
2023
Q1
$551K Buy
8,692
+741
+9% +$47.8K 0.01% 605
2022
Q4
$493K Buy
7,951
+3,757
+90% +$211K 0.01% 619
2022
Q3
$210K Buy
+4,194
New +$222K ﹤0.01% 814
2022
Q2
Sell
-3,876
Closed -$267K 903
2022
Q1
$267K Sell
3,876
-2,535
-40% -$154K ﹤0.01% 721
2021
Q4
$345K Buy
+6,411
New +$321K 0.01% 662
2014
Q2
Sell
-3,729
Closed -$214K 396
2014
Q1
$214K Sell
3,729
-329
-8% -$18.4K 0.02% 365
2013
Q4
$234K Sell
4,058
-526
-11% -$30.4K 0.02% 324
2013
Q3
$258K Buy
+4,584
New +$249K 0.03% 275

Other funds holding BHP