Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.93M Buy
83,234
+1,101
+1% +$75.3K ﹤0.01% 1817
2025
Q4
$4.86M Sell
82,133
-2,036
-2% -$111K ﹤0.01% 1922
2025
Q3
$4.65M Hold
84,169
﹤0.01% 1940
2025
Q2
$3.63M Sell
84,169
-22,635
-21% -$873K ﹤0.01% 2035
2025
Q1
$4.23M Sell
106,804
-1,160
-1% -$51.3K ﹤0.01% 2008
2024
Q4
$4.4M Sell
107,964
-1,399
-1% -$58.3K ﹤0.01% 2041
2024
Q3
$4.27M Buy
109,363
+1,312
+1% +$52.3K ﹤0.01% 2063
2024
Q2
$4.72M Hold
108,051
﹤0.01% 1978
2024
Q1
$5.15M Sell
108,051
-1,059
-1% -$47.6K ﹤0.01% 1982
2023
Q4
$5.15M Buy
109,110
+1,156
+1% +$48K ﹤0.01% 1964
2023
Q3
$5.14M Sell
107,954
-2,969
-3% -$162K ﹤0.01% 1858
2023
Q2
$6.45M Sell
110,923
-207,183
-65% -$12.4M ﹤0.01% 1772
2023
Q1
$22.8M Sell
318,106
-9,780
-3% -$776K 0.01% 960
2022
Q4
$23.1M Buy
327,886
+102,173
+45% +$7.2M 0.01% 940
2022
Q3
$13.7M Sell
225,713
-70,669
-24% -$4.74M 0.01% 1281
2022
Q2
$18.7M Buy
296,382
+11,507
+4% +$750K 0.01% 1086
2022
Q1
$18.3M Buy
284,875
+24,731
+10% +$1.65M 0.01% 1243
2021
Q4
$18.7M Sell
260,144
-13,580
-5% -$1.03M 0.01% 1272
2021
Q3
$19.5M Buy
273,724
+4,116
+2% +$325K 0.01% 1288
2021
Q2
$21.9M Sell
269,608
-3,324
-1% -$267K 0.01% 1295
2021
Q1
$20.6M Buy
272,932
+3,122
+1% +$227K 0.01% 1300
2020
Q4
$20.4M Buy
269,810
+11,113
+4% +$724K 0.01% 1256
2020
Q3
$12.8M Sell
258,697
-6,087
-2% -$344K ﹤0.01% 1358
2020
Q2
$13.9M Buy
264,784
+25,179
+11% +$1.2M 0.01% 1269
2020
Q1
$8.43M Sell
239,605
-100,367
-30% -$5.86M ﹤0.01% 1402
2019
Q4
$29.7M Sell
339,972
-48,755
-13% -$4.26M 0.01% 942
2019
Q3
$33M Buy
388,727
+39,180
+11% +$3.49M 0.01% 874
2019
Q2
$36.8M Buy
349,547
+269,013
+334% +$27M 0.01% 840
2019
Q1
$8.51M Sell
80,534
-2,500
-3% -$251K 0.05% 438
2018
Q4
$6.95M Buy
83,034
+42,975
+107% +$3.89M 0.04% 444
2018
Q3
$4.08M Sell
40,059
-6,807
-15% -$657K 0.02% 538
2018
Q2
$3.79M Sell
46,866
-12,406
-21% -$986K 0.02% 506
2018
Q1
$4.37M Buy
59,272
+6,188
+12% +$463K 0.03% 491
2017
Q4
$3.74M Buy
53,084
+318
+0.6% +$22.9K 0.02% 497
2017
Q3
$3.3M Buy
52,766
+49,151
+1,360% +$2.91M 0.02% 538
2017
Q2
$208K Sell
3,615
-2,113
-37% -$124K ﹤0.01% 1065
2017
Q1
$349K Sell
5,728
-553
-9% -$31.3K ﹤0.01% 1244
2016
Q4
$345K Buy
+6,281
New +$301K ﹤0.01% 1384

Other funds holding NGVT