Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$430K Buy
2,945
+1,288
+78% +$147K ﹤0.01% 2706
2025
Q4
$213K Buy
1,657
+53
+3% +$7.39K ﹤0.01% 2878
2025
Q3
$258K Sell
1,604
-613
-28% -$103K ﹤0.01% 2523
2025
Q2
$375K Buy
+2,217
New +$239K ﹤0.01% 2309
2024
Q1
Sell
-1,304
Closed -$231K 2633
2023
Q4
$231K Buy
1,304
+115
+10% +$21K ﹤0.01% 2401
2023
Q3
$214K Buy
1,189
+5
+0.4% +$1.08K ﹤0.01% 2417
2023
Q2
$271K Sell
1,184
-1,434
-55% -$263K ﹤0.01% 2373
2023
Q1
$510K Buy
+2,618
New +$526K ﹤0.01% 2120
2022
Q4
Sell
-2,043
Closed -$304K 2547
2022
Q3
$304K Buy
+2,043
New +$336K ﹤0.01% 2300
2021
Q4
Sell
-24,355
Closed -$2.85M 2599
2021
Q3
$2.85M Sell
24,355
-5,655
-19% -$498K 0.01% 1351
2021
Q2
$2.34M Buy
30,010
+9,697
+48% +$804K 0.01% 1453
2021
Q1
$1.16M Buy
20,313
+10,527
+108% +$544K ﹤0.01% 1698
2020
Q4
$393K Sell
9,786
-698
-7% -$24.5K ﹤0.01% 2090
2020
Q3
$248K Buy
+10,484
New +$316K ﹤0.01% 2158
2019
Q2
Sell
-3,938
Closed -$139K 2439
2019
Q1
$139K Sell
3,938
-2,973
-43% -$89.1K ﹤0.01% 2408
2018
Q4
$187K Sell
6,911
-14,016
-67% -$407K ﹤0.01% 2053
2018
Q3
$673K Buy
20,927
+13,859
+196% +$462K ﹤0.01% 1578
2018
Q2
$230K Buy
7,068
+2,907
+70% +$127K ﹤0.01% 2016
2018
Q1
$195K Buy
4,161
+4,128
+12,509% +$186K ﹤0.01% 1906
2017
Q4
$2K Sell
33
-38,562
-100% -$1.53M ﹤0.01% 3100
2017
Q3
$3.33M Sell
38,595
-88,123
-70% -$2.96M 0.01% 1046
2017
Q2
$3.46M Sell
126,718
-17,625
-12% -$454K 0.01% 992
2017
Q1
$4.27M Buy
144,343
+1,820
+1% +$63.2K 0.02% 867
2016
Q4
$5.29M Sell
142,523
-12,265
-8% -$444K 0.03% 740
2016
Q3
$5.29M Sell
154,788
-21,985
-12% -$796K 0.03% 684
2016
Q2
$5.7M Sell
176,773
-130,623
-42% -$3.61M 0.03% 604
2016
Q1
$8.41M Sell
307,396
-34,742
-10% -$949K 0.05% 444
2015
Q4
$12.4M Buy
342,138
+195,764
+134% +$8.24M 0.08% 327
2015
Q3
$6.39M Buy
146,374
+46,895
+47% +$2.03M 0.06% 388
2015
Q2
$4.38M Buy
99,479
+55,384
+126% +$2.92M 0.04% 499
2015
Q1
$2.6M Buy
44,095
+32,240
+272% +$1.97M 0.02% 655
2014
Q4
$785K Buy
+11,855
New +$678K 0.01% 1016

Other funds holding CAR