Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$226K Sell
3,090
-4,074
-57% -$325K ﹤0.01% 937
2025
Q4
$661K Buy
7,164
+442
+7% +$39.4K 0.01% 500
2025
Q3
$599K Sell
6,722
-993
-13% -$96.1K 0.01% 531
2025
Q2
$809K Buy
7,715
+481
+7% +$50.7K 0.01% 411
2025
Q1
$722K Sell
7,234
-833
-10% -$91.3K 0.01% 418
2024
Q4
$882K Sell
8,067
-113
-1% -$12.7K 0.02% 367
2024
Q3
$940K Buy
8,180
+667
+9% +$72.9K 0.02% 351
2024
Q2
$750K Buy
7,513
+371
+5% +$38.2K 0.02% 382
2024
Q1
$789K Sell
7,142
-616
-8% -$68.9K 0.02% 368
2023
Q4
$832K Sell
7,758
-45
-0.6% -$4.56K 0.02% 326
2023
Q3
$769K Buy
7,803
+440
+6% +$45K 0.02% 313
2023
Q2
$776K Sell
7,363
-18
-0.2% -$1.83K 0.02% 310
2023
Q1
$711K Buy
7,381
+102
+1% +$9.17K 0.02% 326
2022
Q4
$627K Buy
7,279
+1,227
+20% +$101K 0.02% 341
2022
Q3
$455K Buy
6,052
+626
+12% +$51K 0.02% 406
2022
Q2
$432K Buy
5,426
+1,443
+36% +$116K 0.01% 408
2022
Q1
$318K Buy
3,983
+32
+0.8% +$2.66K 0.01% 557
2021
Q4
$350K Sell
3,951
-101
-2% -$8.85K 0.01% 513
2021
Q3
$343K Buy
4,052
+125
+3% +$11.2K 0.01% 493
2021
Q2
$356K Sell
3,927
-12
-0.3% -$1.06K 0.01% 467
2021
Q1
$328K Buy
3,939
+117
+3% +$9.26K 0.01% 424
2020
Q4
$303K Sell
3,822
-69
-2% -$4.92K 0.01% 398
2020
Q3
$264K Buy
3,891
+120
+3% +$8.17K 0.01% 384
2020
Q2
$238K Sell
3,771
-1,217
-24% -$75.8K 0.01% 395
2020
Q1
$271K Sell
4,988
-1,098
-18% -$79.6K 0.02% 324
2019
Q4
$509K Buy
6,086
+113
+2% +$9.1K 0.04% 241
2019
Q3
$473K Buy
5,973
+418
+8% +$32.6K 0.04% 219
2019
Q2
$426K Buy
5,555
+1,116
+25% +$81.1K 0.04% 208
2019
Q1
$305K Buy
4,439
+717
+19% +$47.4K 0.03% 264
2018
Q4
$228K Buy
3,722
+254
+7% +$15.7K 0.02% 328
2018
Q3
$224K Buy
3,468
+928
+37% +$60.3K 0.02% 378
2018
Q2
$161K Buy
2,540
+371
+17% +$22.3K 0.02% 456
2018
Q1
$125K Buy
+2,169
New +$123K 0.01% 459
2016
Q4
Sell
-419
Closed -$20K 618
2016
Q3
$20K Buy
419
+172
+70% +$8.12K ﹤0.01% 815
2016
Q2
$11K Buy
247
+25
+11% +$1.16K ﹤0.01% 884
2016
Q1
$11K Buy
222
+109
+96% +$4.56K ﹤0.01% 816
2015
Q4
$5K Buy
+113
New +$4.5K ﹤0.01% 899

Other funds holding GIB