Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$811K Buy
63,269
+47
+0.1% +$636 0.01% 248
2025
Q4
$834K Sell
63,222
-224,034
-78% -$3.15M 0.02% 241
2025
Q3
$4.53M Buy
287,256
+198,149
+222% +$3.21M 0.06% 218
2025
Q2
$1.43M Sell
89,107
-88,194
-50% -$1.37M 0.02% 326
2025
Q1
$2.54M Sell
177,301
-94,500
-35% -$1.39M 0.04% 199
2024
Q4
$3.68M Buy
271,801
+127,498
+88% +$1.97M 0.06% 172
2024
Q3
$2.42M Buy
144,303
+98,010
+212% +$1.58M 0.05% 192
2024
Q2
$701K Sell
46,293
-909
-2% -$14.6K 0.01% 408
2024
Q1
$756K Sell
47,202
-26,188
-36% -$458K 0.01% 437
2023
Q4
$1.31M Buy
73,390
+10,365
+16% +$179K 0.02% 307
2023
Q3
$1.03M Sell
63,025
-184,120
-74% -$3.24M 0.02% 342
2023
Q2
$4.81M Sell
247,145
-33,091
-12% -$666K 0.09% 134
2023
Q1
$5.56M Buy
280,236
+93,703
+50% +$1.91M 0.12% 127
2022
Q4
$3.6M Sell
186,533
-21,511
-10% -$444K 0.09% 143
2022
Q3
$4.15M Sell
208,044
-17,841
-8% -$398K 0.12% 132
2022
Q2
$5.02M Buy
225,885
+106,485
+89% +$2.63M 0.15% 102
2022
Q1
$3.12M Sell
119,400
-18,700
-14% -$462K 0.08% 137
2021
Q4
$3.26M Sell
138,100
-72,600
-34% -$1.66M 0.09% 153
2021
Q3
$4.63M Buy
210,700
+105,200
+100% +$2.37M 0.13% 119
2021
Q2
$2.34M Buy
+105,500
New +$2.29M 0.06% 174

Other funds holding TU