Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$33.1M Buy
1,919,698
+245,883
+15% +$4.38M 0.13% 123
2025
Q4
$28.9M Sell
1,673,815
-3,604,507
-68% -$58.9M 0.11% 147
2025
Q3
$85.7M Buy
5,278,322
+4,809,297
+1,025% +$98.2M 0.46% 39
2025
Q2
$9.82M Buy
469,025
+96,644
+26% +$2.2M 0.05% 243
2025
Q1
$8.82M Buy
372,381
+56,892
+18% +$1.26M 0.05% 247
2024
Q4
$6.74M Buy
315,489
+71,545
+29% +$1.62M 0.05% 305
2024
Q3
$5.64M Buy
243,944
+91,345
+60% +$1.89M 0.03% 293
2024
Q2
$2.77M Buy
152,599
+109,664
+255% +$2.12M 0.02% 363
2024
Q1
$921K Sell
42,935
-78,708
-65% -$1.6M 0.01% 541
2023
Q4
$2.62M Buy
121,643
+45,915
+61% +$919K 0.02% 370
2023
Q3
$1.52M Buy
+75,728
New +$1.75M 0.01% 441

Other funds holding KVUE