Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.33M Sell
81,399
-2,992
-4% -$54.9K ﹤0.01% 2448
2025
Q4
$1.45M Hold
84,391
﹤0.01% 2432
2025
Q3
$1.39M Hold
84,391
﹤0.01% 2461
2025
Q2
$1.3M Sell
84,391
-35,951
-30% -$479K ﹤0.01% 2486
2025
Q1
$1.61M Sell
120,342
-3,680
-3% -$53.5K ﹤0.01% 2429
2024
Q4
$1.75M Hold
124,022
﹤0.01% 2439
2024
Q3
$1.84M Hold
124,022
﹤0.01% 2456
2024
Q2
$2.51M Sell
124,022
-31,345
-20% -$686K ﹤0.01% 2273
2024
Q1
$3.46M Sell
155,367
-364
-0.2% -$7.59K ﹤0.01% 2150
2023
Q4
$3.65M Sell
155,731
-33,365
-18% -$700K ﹤0.01% 2115
2023
Q3
$4.11M Buy
189,096
+65,123
+53% +$1.42M ﹤0.01% 1965
2023
Q2
$2.67M Sell
123,973
-1,472
-1% -$26.7K ﹤0.01% 2219
2023
Q1
$2.3M Sell
125,445
-13,867
-10% -$259K ﹤0.01% 2275
2022
Q4
$2.53M Sell
139,312
-29,113
-17% -$517K ﹤0.01% 2276
2022
Q3
$2.52M Sell
168,425
-969
-0.6% -$16.2K ﹤0.01% 2279
2022
Q2
$3.17M Sell
169,394
-245,273
-59% -$5.2M ﹤0.01% 2203
2022
Q1
$9.77M Buy
414,667
+236,849
+133% +$4.16M ﹤0.01% 1655
2021
Q4
$2.39M Sell
177,818
-10,866
-6% -$158K ﹤0.01% 2483
2021
Q3
$2.45M Sell
188,684
-9,922
-5% -$136K ﹤0.01% 2582
2021
Q2
$2.81M Sell
198,606
-65,843
-25% -$890K ﹤0.01% 2548
2021
Q1
$3.11M Sell
264,449
-9,601
-4% -$71.7K ﹤0.01% 2404
2020
Q4
$1.28M Buy
274,050
+29,733
+12% +$134K ﹤0.01% 2715
2020
Q3
$867K Buy
244,317
+36,571
+18% +$140K ﹤0.01% 2745
2020
Q2
$808K Buy
207,746
+41,526
+25% +$139K ﹤0.01% 2710
2020
Q1
$536K Buy
166,220
+7,401
+5% +$41.4K ﹤0.01% 2745
2019
Q4
$1.25M Sell
158,819
-9,558
-6% -$59.9K ﹤0.01% 2609
2019
Q3
$1.06M Sell
168,377
-9,172
-5% -$60.2K ﹤0.01% 2680
2019
Q2
$1.44M Buy
+177,549
New +$1.61M ﹤0.01% 2585
2015
Q3
Sell
-18,436
Closed -$498 1625
2015
Q2
$498 Buy
18,436
+2,909
+19% +$85.9K ﹤0.01% 1363
2015
Q1
$411K Sell
15,527
-1,193
-7% -$35.1K ﹤0.01% 1396
2014
Q4
$619K Sell
16,720
-1,942
-10% -$71.8K ﹤0.01% 1333
2014
Q3
$868K Buy
+18,662
New +$862K 0.01% 1193

Other funds holding MTUS