Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$264K Sell
5,610
-890
-14% -$34.9K ﹤0.01% 225
2025
Q4
$226K Hold
6,500
﹤0.01% 230
2025
Q3
$224K Buy
+6,500
New +$218K ﹤0.01% 233
2025
Q2
Sell
-10,540
Closed -$356K 236
2025
Q1
$356K Hold
10,540
﹤0.01% 178
2024
Q4
$312K Buy
10,540
+4,040
+62% +$121K ﹤0.01% 192
2024
Q3
$204K Sell
6,500
-8,350
-56% -$283K ﹤0.01% 222
2024
Q2
$536K Hold
14,850
0.01% 158
2024
Q1
$560K Hold
14,850
0.01% 159
2023
Q4
$526K Sell
14,850
-750
-5% -$27.5K 0.01% 166
2023
Q3
$604K Sell
15,600
-1,250
-7% -$46.4K 0.01% 159
2023
Q2
$595K Hold
16,850
0.01% 159
2023
Q1
$639K Hold
16,850
0.01% 159
2022
Q4
$589K Sell
16,850
-2,900
-15% -$96.5K 0.01% 158
2022
Q3
$564K Buy
+19,750
New +$588K 0.01% 154
2021
Q4
Sell
-7,526
Closed -$206K 219
2021
Q3
$206K Sell
7,526
-750
-9% -$18.8K ﹤0.01% 206
2021
Q2
$219K Sell
8,276
-1,584
-16% -$41.5K ﹤0.01% 204
2021
Q1
$240K Sell
9,860
-4,214
-30% -$101K ﹤0.01% 201
2020
Q4
$289K Sell
14,074
-3,778
-21% -$71.2K ﹤0.01% 188
2020
Q3
$312K Sell
17,852
-1,204
-6% -$26.1K ﹤0.01% 171
2020
Q2
$444K Sell
19,056
-3,452
-15% -$82.9K 0.01% 156
2020
Q1
$549K Sell
22,508
-326
-1% -$10.5K 0.01% 148
2019
Q4
$862K Buy
22,834
+2,240
+11% +$85.1K 0.01% 144
2019
Q3
$782K Sell
20,594
-449
-2% -$17.1K 0.01% 142
2019
Q2
$863K Sell
21,043
-3,669
-15% -$154K 0.01% 139
2019
Q1
$1.06M Sell
24,712
-3,437
-12% -$141K 0.01% 135
2018
Q4
$1.03M Buy
28,149
+2,242
+9% +$89.5K 0.01% 132
2018
Q3
$1.14M Sell
25,907
-5,914
-19% -$247K 0.01% 130
2018
Q2
$1.37M Sell
31,821
-2,265
-7% -$95.2K 0.02% 121
2018
Q1
$1.28M Sell
34,086
-2,994
-8% -$113K 0.02% 120
2017
Q4
$1.43M Buy
37,080
+5,210
+16% +$189K 0.02% 112
2017
Q3
$1.1M Sell
31,870
-6,924
-18% -$220K 0.01% 120
2017
Q2
$1.19M Sell
38,794
-5,274
-12% -$164K 0.01% 116
2017
Q1
$1.33M Sell
44,068
-11,770
-21% -$358K 0.02% 119
2016
Q4
$1.79M Sell
55,838
-4,201
-7% -$126K 0.02% 111
2016
Q3
$1.78M Sell
60,039
-11,178
-16% -$324K 0.02% 109
2016
Q2
$2.13M Sell
71,217
-30,315
-30% -$817K 0.03% 99
2016
Q1
$2.58M Sell
101,532
-18,550
-15% -$468K 0.04% 93
2015
Q4
$3.16M Sell
120,082
-112,888
-48% -$3.21M 0.05% 91
2015
Q3
$5.99M Sell
232,970
-9,507
-4% -$279K 0.09% 74
2015
Q2
$8.15M Sell
242,477
-37,312
-13% -$1.31M 0.12% 65
2015
Q1
$9.08M Sell
279,789
-160,809
-36% -$5.26M 0.12% 64
2014
Q4
$13.9M Sell
440,598
-44,657
-9% -$1.5M 0.19% 63
2014
Q3
$17.4M Buy
485,255
+3,344
+0.7% +$132K 0.25% 57
2014
Q2
$20.8M Sell
481,911
-18,077
-4% -$746K 0.29% 53
2014
Q1
$19.7M Sell
499,988
-18,147
-4% -$716K 0.29% 53
2013
Q4
$20.6M Sell
518,135
-3,835
-0.7% -$143K 0.32% 51
2013
Q3
$17.9M Sell
521,970
-34,833
-6% -$1.2M 0.31% 52
2013
Q2
$19M Buy
+556,803
New +$19.4M 0.36% 49

Other funds holding BP