Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-399,219
Closed -$26M 101
2025
Q4
$26M Sell
399,219
-124,878
-24% -$8.61M 0.41% 60
2025
Q3
$37.9M Buy
+524,097
New +$39.2M 0.54% 54
2023
Q3
Sell
-69,056
Closed -$4.6M 126
2023
Q2
$4.6M Buy
+69,056
New +$4.31M 0.08% 82
2022
Q4
Sell
-504,062
Closed -$27.7M 114
2022
Q3
$27.7M Buy
+504,062
New +$35.7M 0.53% 54
2021
Q4
Sell
-570,350
Closed -$137M 178
2021
Q3
$137M Buy
+570,350
New +$147M 2% 15
2021
Q2
Sell
-150,785
Closed -$34.2M 203
2021
Q1
$34.2M Buy
+150,785
New +$35.3M 0.51% 54
2019
Q4
Hold
0
148
2019
Q3
Hold
0
160

Other funds holding XYZ