Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$40.1K Buy
1,998
+100
+5% +$2.1K ﹤0.01% 653
2025
Q4
$39.2K Buy
1,898
+456
+32% +$8.49K ﹤0.01% 558
2025
Q3
$27K Hold
1,442
﹤0.01% 527
2025
Q2
$25.1K Buy
1,442
+124
+9% +$1.92K ﹤0.01% 508
2025
Q1
$21.1K Sell
1,318
-136
-9% -$2.31K ﹤0.01% 539
2024
Q4
$24.9K Buy
1,454
+1
+0.1% +$18 ﹤0.01% 514
2024
Q3
$24.3K Sell
1,453
-30,024
-95% -$476K ﹤0.01% 508
2024
Q2
$447K Buy
31,477
+30,002
+2,034% +$435K 0.03% 147
2024
Q1
$23.3K Buy
+1,475
New +$21.3K ﹤0.01% 504
2023
Q4
Sell
-30,105
Closed -$324K 958
2023
Q3
$324K Sell
30,105
-8,037
-21% -$89K 0.03% 163
2023
Q2
$352K Buy
38,142
+38,064
+48,800% +$397K 0.03% 160
2023
Q1
$977 Hold
78
﹤0.01% 768
2022
Q4
$1.36K Hold
78
﹤0.01% 718
2022
Q3
$1K Hold
78
﹤0.01% 753
2022
Q2
$1K Hold
78
﹤0.01% 710
2022
Q1
$2K Buy
+78
New +$1.94K ﹤0.01% 647
2021
Q4
Sell
-78
Closed -$2K 386
2021
Q3
$2K Buy
+78
New +$1.58K ﹤0.01% 622
2017
Q2
Sell
-6,863
Closed -$122K 510
2017
Q1
$122K Hold
6,863
0.03% 150
2016
Q4
$125K Sell
6,863
-1,735
-20% -$27.4K 0.03% 131
2016
Q3
$105K Buy
8,598
+59
+0.7% +$706 0.02% 140
2016
Q2
$94K Sell
8,539
-10,039
-54% -$120K 0.02% 158
2016
Q1
$205K Sell
18,578
-1,114
-6% -$12.4K 0.05% 84
2015
Q4
$260K Buy
19,692
+612
+3% +$8.03K 0.07% 72
2015
Q3
$248K Buy
19,080
+105
+0.6% +$1.49K 0.06% 79
2015
Q2
$285K Buy
18,975
+92
+0.5% +$1.36K 0.07% 68
2015
Q1
$267K Buy
18,883
+84
+0.4% +$1.15K 0.07% 69
2014
Q4
$261K Buy
18,799
+93
+0.5% +$1.24K 0.07% 70
2014
Q3
$266K Buy
18,706
+87
+0.5% +$1.19K 0.08% 69
2014
Q2
$265K Buy
18,619
+85
+0.5% +$1.17K 0.08% 67
2014
Q1
$264K Buy
18,534
+73
+0.4% +$978 0.09% 67
2013
Q4
$263K Sell
18,461
-11,492
-38% -$145K 0.09% 68
2013
Q3
$427K Buy
29,953
+136
+0.5% +$1.63K 0.24% 43
2013
Q2
$425K Buy
+29,817
New +$306K 0.26% 40

Other funds holding KEY