Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.44K Hold
190
﹤0.01% 3017
2025
Q4
$2.5K Hold
190
﹤0.01% 2910
2025
Q3
$3K Hold
190
﹤0.01% 2836
2025
Q2
$3.05K Hold
190
﹤0.01% 2744
2025
Q1
$2.73K Hold
190
﹤0.01% 2796
2024
Q4
$2.58K Hold
190
﹤0.01% 2797
2024
Q3
$3.19K Sell
190
-283
-60% -$4.57K ﹤0.01% 2698
2024
Q2
$7.16K Sell
473
-36
-7% -$580 ﹤0.01% 2393
2024
Q1
$8.15K Hold
509
﹤0.01% 2375
2023
Q4
$9.05K Sell
509
-853
-63% -$14.8K ﹤0.01% 2300
2023
Q3
$22.3K Buy
1,362
+540
+66% +$9.52K ﹤0.01% 1793
2023
Q2
$16K Sell
822
-66
-7% -$1.33K ﹤0.01% 1999
2023
Q1
$17.6K Buy
888
+385
+77% +$7.83K ﹤0.01% 1936
2022
Q4
$9.71K Buy
503
+76
+18% +$1.57K ﹤0.01% 2167
2022
Q3
$8K Hold
427
﹤0.01% 2215
2022
Q2
$10K Buy
427
+18
+4% +$445 ﹤0.01% 2126
2022
Q1
$11K Hold
409
﹤0.01% 2124
2021
Q4
$10K Buy
409
+90
+28% +$2.06K ﹤0.01% 2142
2021
Q3
$7K Sell
319
-39
-11% -$879 ﹤0.01% 2255
2021
Q2
$8K Hold
358
﹤0.01% 2108
2021
Q1
$7K Hold
358
﹤0.01% 2030
2020
Q4
$7K Hold
358
﹤0.01% 1862
2020
Q3
$6K Hold
358
﹤0.01% 1848
2020
Q2
$6K Sell
358
-667
-65% -$11.1K ﹤0.01% 1756
2020
Q1
$16K Buy
1,025
+757
+282% +$14K ﹤0.01% 1332
2019
Q4
$5K Hold
268
﹤0.01% 1648
2019
Q3
$5K Buy
268
+46
+21% +$837 ﹤0.01% 1623
2019
Q2
$4K Buy
222
+92
+71% +$1.7K ﹤0.01% 1635
2019
Q1
$2K Buy
130
+14
+12% +$247 ﹤0.01% 1800
2018
Q4
$2K Sell
116
-398
-77% -$6.93K ﹤0.01% 1753
2018
Q3
$9K Sell
514
-152
-23% -$2.78K ﹤0.01% 1418
2018
Q2
$12K Sell
666
-328
-33% -$5.8K ﹤0.01% 1348
2018
Q1
$17K Buy
+994
New +$18.1K ﹤0.01% 1094
2017
Q2
Sell
-17,738
Closed -$288K 316
2017
Q1
$288K Buy
+17,738
New +$291K 0.04% 203
2016
Q4
Sell
-810
Closed -$13K 1151
2016
Q3
$13K Buy
+810
New +$13.4K ﹤0.01% 955

Other funds holding TU