Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$330K Hold
11,379
0.1% 172
2025
Q4
$283K Sell
11,379
-71
-0.6% -$1.8K 0.08% 186
2025
Q3
$323K Buy
11,450
+638
+6% +$18.1K 0.1% 168
2025
Q2
$313K Sell
10,812
-1,000
-8% -$27.6K 0.1% 172
2025
Q1
$334K Sell
11,812
-310
-3% -$7.8K 0.11% 159
2024
Q4
$276K Sell
12,122
-466
-4% -$10.5K 0.09% 180
2024
Q3
$277K Hold
12,588
0.07% 180
2024
Q2
$241K Sell
12,588
-300
-2% -$5.22K 0.07% 178
2024
Q1
$227K Sell
12,888
-449
-3% -$7.67K 0.07% 187
2023
Q4
$224K Sell
13,337
-2,160
-14% -$34.1K 0.07% 177
2023
Q3
$233K Sell
15,497
-8,150
-34% -$119K 0.08% 164
2023
Q2
$377K Buy
23,647
+1,800
+8% +$30.7K 0.13% 114
2023
Q1
$421K Sell
21,847
-200
-0.9% -$3.82K 0.15% 102
2022
Q4
$406K Sell
22,047
-545
-2% -$9.76K 0.16% 102
2022
Q3
$347K Buy
22,592
+2,050
+10% +$37.3K 0.15% 102
2022
Q2
$431K Sell
20,542
-2,272
-10% -$45.3K 0.18% 91
2022
Q1
$407K Sell
22,814
-1,189
-5% -$22K 0.14% 101
2021
Q4
$446K Sell
24,003
-504
-2% -$9.42K 0.16% 97
2021
Q3
$500K Sell
24,507
-2,587
-10% -$54.3K 0.2% 89
2021
Q2
$589K Sell
27,094
-1,953
-7% -$44.4K 0.27% 73
2021
Q1
$664K Sell
29,047
-268
-0.9% -$5.92K 0.32% 58
2020
Q4
$637K Buy
29,315
+722
+3% +$15.6K 0.39% 57
2020
Q3
$616K Sell
28,593
-3,543
-11% -$79.2K 0.43% 52
2020
Q2
$734K Buy
32,136
+2,126
+7% +$48.4K 0.55% 39
2020
Q1
$661K Buy
30,010
+556
+2% +$15.2K 0.56% 37
2019
Q4
$869K Sell
29,454
-99
-0.3% -$2.86K 0.6% 38
2019
Q3
$845K Sell
29,553
-1,490
-5% -$39.5K 0.48% 40
2019
Q2
$786K Sell
31,043
-615
-2% -$14.8K 0.44% 44
2019
Q1
$750K Sell
31,658
-7,237
-19% -$166K 0.44% 43
2018
Q4
$838K Buy
+38,895
New +$905K 0.52% 35
2017
Q1
$1.15M Buy
+36,746
New +$1.16M 0.82% 17

Other funds holding T