Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$495K Sell
2,485
-2,969
-54% -$676K 0.03% 426
2025
Q4
$1.18M Sell
5,454
-83
-1% -$17.1K 0.05% 302
2025
Q3
$1.2M Sell
5,537
-553
-9% -$125K 0.05% 312
2025
Q2
$1.28M Sell
6,090
-1,537
-20% -$290K 0.06% 271
2025
Q1
$1.3M Sell
7,627
-247
-3% -$42.8K 0.07% 239
2024
Q4
$1.39M Buy
7,874
+4,266
+118% +$669K 0.08% 216
2024
Q3
$549K Buy
3,608
+305
+9% +$52.3K 0.25% 112
2024
Q2
$601K Buy
3,303
+2
+0.1% +$356 0.28% 88
2024
Q1
$637K Sell
3,301
-17
-0.5% -$3.49K 0.33% 75
2023
Q4
$865K Sell
3,318
-849
-20% -$182K 0.46% 45
2023
Q3
$799K Buy
4,167
+1,490
+56% +$326K 0.44% 45
2023
Q2
$565K Sell
2,677
-159
-6% -$33K 0.32% 88
2023
Q1
$602K Sell
2,836
-2,286
-45% -$475K 0.36% 74
2022
Q4
$976K Buy
+5,122
New +$838K 0.14% 115
2022
Q2
Sell
-3,786
Closed -$725K 537
2022
Q1
$725K Buy
3,786
+277
+8% +$55.6K 0.07% 247
2021
Q4
$706K Buy
3,509
+36
+1% +$7.61K 0.08% 233
2021
Q3
$764K Sell
3,473
-551
-14% -$123K 0.11% 194
2021
Q2
$964K Sell
4,024
-74
-2% -$17.9K 0.14% 157
2021
Q1
$1.04M Sell
4,098
-2,170
-35% -$482K 0.19% 105
2020
Q4
$1.34M Buy
6,268
+1,437
+30% +$276K 0.3% 60
2020
Q3
$798K Sell
4,831
-295
-6% -$50.3K 0.26% 99
2020
Q2
$940K Sell
5,126
-264
-5% -$40.6K 0.36% 68
2020
Q1
$804K Buy
5,390
+2,393
+80% +$655K 0.43% 68
2019
Q4
$976K Buy
2,997
+40
+1% +$14.2K 0.4% 76
2019
Q3
$1.13M Buy
2,957
+823
+39% +$294K 0.7% 35
2019
Q2
$777K Buy
2,134
+98
+5% +$35.7K 0.5% 59
2019
Q1
$776K Buy
2,036
+333
+20% +$128K 0.59% 51
2018
Q4
$549K Sell
1,703
-97
-5% -$33.5K 0.53% 66
2018
Q3
$669K Buy
1,800
+162
+10% +$56.9K 0.5% 66
2018
Q2
$550K Buy
1,638
+70
+4% +$24.1K 0.47% 71
2018
Q1
$514K Sell
1,568
-185
-11% -$62.5K 0.49% 66
2017
Q4
$517K Buy
1,753
+40
+2% +$10.8K 0.54% 56
2017
Q3
$436K Sell
1,713
-8,064
-82% -$1.88M 0.54% 62
2017
Q2
$1.93M Buy
+9,777
New +$1.82M 0.6% 37

Other funds holding BA