Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$407K Buy
2,045
+220
+12% +$50.1K 0.05% 131
2025
Q4
$396K Buy
1,825
+148
+9% +$30.4K 0.05% 154
2025
Q3
$362K Buy
1,677
+210
+14% +$47.3K 0.05% 173
2025
Q2
$307K Buy
+1,467
New +$277K 0.05% 174
2024
Q1
Sell
-1,164
Closed -$303K 230
2023
Q4
$303K Buy
1,164
+18
+2% +$3.85K 0.08% 128
2023
Q3
$220K Buy
1,146
+28
+3% +$6.13K 0.06% 149
2023
Q2
$236K Buy
1,118
+4
+0.4% +$831 0.08% 128
2023
Q1
$237K Buy
+1,114
New +$231K 0.07% 112
2022
Q2
Sell
-1,088
Closed -$208K 140
2022
Q1
$208K Buy
+1,088
New +$218K 0.05% 151
2021
Q3
Sell
-923
Closed -$221K 144
2021
Q2
$221K Buy
923
+47
+5% +$11.4K 0.08% 127
2021
Q1
$223K Buy
+876
New +$195K 0.09% 116

Other funds holding BA