Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Buy
+7,438
New +$199K 0.04% 79
2025
Q4
Sell
-7,587
Closed -$214K 94
2025
Q3
$214K Sell
7,587
-9
-0.1% -$256 0.04% 82
2025
Q2
$220K Sell
7,596
-500
-6% -$13.8K 0.05% 82
2025
Q1
$229K Buy
+8,096
New +$204K 0.05% 79
2022
Q4
Sell
-14,483
Closed -$222K 161
2022
Q3
$222K Sell
14,483
-4,501
-24% -$81.9K 0.06% 116
2022
Q2
$398K Buy
+18,984
New +$379K 0.11% 72
2021
Q4
Sell
-12,984
Closed -$265K 88
2021
Q3
$265K Buy
12,984
+9
+0.1% +$189 0.58% 20
2021
Q2
$282K Buy
+12,975
New +$295K 0.1% 53
2021
Q1
Sell
-10,461
Closed -$227K 102
2020
Q4
$227K Sell
10,461
-2,247
-18% -$48.5K 0.1% 67
2020
Q3
$274K Sell
12,708
-1,922
-13% -$43K 0.15% 54
2020
Q2
$334K Buy
14,630
+312
+2% +$7.11K 0.19% 50
2020
Q1
$315K Buy
14,318
+2,229
+18% +$60.9K 0.22% 47
2019
Q4
$357K Buy
+12,089
New +$349K 0.22% 44

Other funds holding T