Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.3M Sell
423,216
-92,991
-18% -$2.48M 0.29% 64
2025
Q4
$13.4M Sell
516,207
-4,580
-0.9% -$116K 0.22% 67
2025
Q3
$15.3M Buy
520,787
+23,494
+5% +$667K 0.31% 51
2025
Q2
$14.4M Sell
497,293
-77,463
-13% -$2.13M 0.31% 54
2025
Q1
$16.3M Sell
574,756
-105,299
-15% -$2.65M 0.35% 47
2024
Q4
$15.5M Buy
680,055
+215,103
+46% +$4.84M 0.28% 58
2024
Q3
$10.2M Sell
464,952
-87,894
-16% -$1.75M 0.22% 74
2024
Q2
$10.6M Buy
+552,846
New +$9.61M 0.23% 78
2015
Q1
Sell
-152,220
Closed -$3.86M 262
2014
Q4
$3.86M Sell
152,220
-78,147
-34% -$2.03M 0.39% 48
2014
Q3
$6.13M Buy
+230,367
New +$6.13M 0.72% 30
2014
Q1
Sell
-151,476
Closed -$4.02M 98
2013
Q4
$4.02M Sell
151,476
-51,833
-25% -$1.36M 0.33% 58
2013
Q3
$5.19M Buy
203,309
+7,832
+4% +$206K 0.33% 42
2013
Q2
$5.23M Buy
+195,477
New +$5.43M 0.26% 41

Other funds holding T