Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$305K Buy
+23,785
New +$322K ﹤0.01% 3687
2025
Q3
Sell
-25,657
Closed -$412K 5090
2025
Q2
$412K Sell
25,657
-70,869
-73% -$1.1M ﹤0.01% 3433
2025
Q1
$1.38M Buy
96,526
+27,044
+39% +$397K ﹤0.01% 2373
2024
Q4
$942K Buy
+69,482
New +$1.07M ﹤0.01% 3124
2024
Q2
Sell
-13,844
Closed -$222K 4757
2024
Q1
$222K Sell
13,844
-101,300
-88% -$1.77M ﹤0.01% 3567
2023
Q4
$2.05M Buy
115,144
+91,831
+394% +$1.59M 0.01% 1976
2023
Q3
$381K Buy
23,313
+2,382
+11% +$42K ﹤0.01% 2989
2023
Q2
$407K Sell
20,931
-11,839
-36% -$238K ﹤0.01% 2760
2023
Q1
$651K Buy
+32,770
New +$666K ﹤0.01% 2154
2022
Q3
Sell
-33,252
Closed -$741K 3499
2022
Q2
$741K Buy
+33,252
New +$822K 0.01% 1782
2021
Q2
Sell
-85,427
Closed -$1.7M 3714
2021
Q1
$1.7M Buy
+85,427
New +$1.77M 0.02% 1158
2020
Q1
Sell
-18,818
Closed -$364K 2533
2019
Q4
$364K Buy
+18,818
New +$349K ﹤0.01% 1940

Other funds holding TU