Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.29M Sell
249,341
-263,378
-51% -$3.94M 0.18% 150
2025
Q4
$7.11M Buy
+512,719
New +$9.77M 0.24% 97
2025
Q3
Sell
-58
Closed -$2.42K 1863
2025
Q2
$2.42K Sell
58
-51,048
-100% -$2.03M ﹤0.01% 1570
2025
Q1
$2.16M Sell
51,106
-18,920
-27% -$840K 0.07% 423
2024
Q4
$3.4M Buy
70,026
+67,194
+2,373% +$3.92M 0.12% 243
2024
Q3
$187K Sell
2,832
-5,283
-65% -$324K 0.01% 1047
2024
Q2
$467K Buy
+8,115
New +$485K 0.02% 772
2024
Q1
Sell
-23,870
Closed -$1.51M 1671
2023
Q4
$1.51M Sell
23,870
-94,233
-80% -$5.46M 0.09% 366
2023
Q3
$7.91M Buy
118,103
+71,961
+156% +$6.23M 0.53% 24
2023
Q2
$4.81M Buy
46,142
+29,415
+176% +$3.31M 0.32% 57
2023
Q1
$2.04M Buy
16,727
+12,114
+263% +$1.52M 0.14% 203
2022
Q4
$576K Buy
+4,613
New +$566K 0.04% 526
2022
Q3
Sell
-40,150
Closed -$4.3M 1740
2022
Q2
$4.3M Buy
+40,150
New +$4.91M 0.39% 29
2021
Q2
Sell
-7,615
Closed -$842K 1572
2021
Q1
$842K Buy
7,615
+3,152
+71% +$349K 0.08% 331
2020
Q4
$512K Sell
4,463
-9,127
-67% -$1.02M 0.05% 424
2020
Q3
$1.44M Buy
13,590
+6,370
+88% +$682K 0.17% 168
2020
Q2
$719K Buy
+7,220
New +$666K 0.1% 206
2019
Q4
Sell
-4,171
Closed -$365K 1330
2019
Q3
$365K Buy
+4,171
New +$358K 0.04% 538
2018
Q2
Sell
-53,727
Closed -$3.57M 1294
2018
Q1
$3.57M Buy
+53,727
New +$4.01M 0.31% 82
2017
Q4
Sell
-15,139
Closed -$1.17M 1289
2017
Q3
$1.17M Buy
+15,139
New +$1.09M 0.11% 248
2017
Q1
Sell
-9,878
Closed -$484K 1225
2016
Q4
$484K Buy
+9,878
New +$451K 0.05% 356
2015
Q4
Sell
-9,553
Closed -$280K 1169
2015
Q3
$280K Buy
+9,553
New +$370K 0.05% 418
2014
Q4
Sell
-43,060
Closed -$2.13M 1212
2014
Q3
$2.13M Buy
+43,060
New +$2.45M 0.29% 83
2014
Q2
Sell
-11,400
Closed -$756K 1241
2014
Q1
$756K Buy
+11,400
New +$742K 0.18% 161
2013
Q3
Sell
-2,261
Closed -$119K 811
2013
Q2
$119K Buy
+2,261
New +$119K 0.06% 303

Other funds holding FMC