Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$182K Buy
+30,866
New +$197K ﹤0.01% 1140
2025
Q4
Sell
-12,991
Closed -$96.7K 1504
2025
Q3
$96.7K Buy
+12,991
New +$82.4K ﹤0.01% 881
2021
Q3
Sell
-24,028
Closed -$264K 889
2021
Q2
$264K Buy
24,028
+1,788
+8% +$17.8K 0.01% 715
2021
Q1
$214K Buy
22,240
+6,636
+43% +$51.4K 0.01% 738
2020
Q4
$103K Buy
+15,604
New +$101K 0.01% 779
2020
Q1
Sell
-22,608
Closed -$210K 619
2019
Q4
$210K Buy
+22,608
New +$215K 0.01% 444
2018
Q2
Sell
-74,927
Closed -$695K 631
2018
Q1
$695K Buy
+74,927
New +$602K 0.05% 319
2016
Q2
Sell
-211,332
Closed -$1.87M 599
2016
Q1
$1.87M Buy
211,332
+163,835
+345% +$1.19M 0.26% 106
2015
Q4
$308K Buy
+47,497
New +$322K 0.05% 369

Other funds holding MBI