Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.5M Sell
158,714
-5,548
-3% -$392K 0.04% 514
2025
Q4
$9.92M Buy
164,262
+34,377
+26% +$1.95M 0.04% 459
2025
Q3
$7.24M Buy
129,885
+2,954
+2% +$157K 0.03% 514
2025
Q2
$6.1M Sell
126,931
-17,400
-12% -$836K 0.04% 422
2025
Q1
$7.01M Buy
144,331
+15,433
+12% +$768K 0.06% 334
2024
Q4
$6.29M Sell
128,898
-12,557
-9% -$683K 0.05% 366
2024
Q3
$8.79M Buy
141,455
+25,342
+22% +$1.4M 0.1% 213
2024
Q2
$6.63M Sell
116,113
-125,931
-52% -$7.32M 0.09% 205
2024
Q1
$14M Sell
242,044
-10,813
-4% -$647K 0.24% 88
2023
Q4
$17.3M Sell
252,857
-127,653
-34% -$7.71M 0.41% 53
2023
Q3
$21.6M Sell
380,510
-4,493
-1% -$263K 0.66% 21
2023
Q2
$23M Buy
385,003
+10,225
+3% +$610K 0.68% 21
2023
Q1
$23.8M Sell
374,778
-16,517
-4% -$1.06M 0.78% 14
2022
Q4
$24.3M Sell
391,295
-126,459
-24% -$7.11M 0.93% 10
2022
Q3
$25.9M Buy
517,754
+116,342
+29% +$6.16M 1.08% 11
2022
Q2
$22.6M Sell
401,412
-143,151
-26% -$8.89M 0.83% 18
2022
Q1
$37.5M Sell
544,563
-38,564
-7% -$2.34M 1.12% 16
2021
Q4
$31.4M Buy
583,127
+106,458
+22% +$5.32M 0.96% 22
2021
Q3
$22.8M Buy
476,669
+122,233
+34% +$7.47M 0.85% 26
2021
Q2
$23M Sell
354,436
-22,718
-6% -$1.5M 0.9% 27
2021
Q1
$23.3M Buy
377,154
+127,152
+51% +$8.19M 1.09% 20
2020
Q4
$14.6M Buy
250,002
+60,898
+32% +$3.05M 1.01% 16
2020
Q3
$8.72M Buy
189,104
+43,668
+30% +$2.1M 1.17% 17
2020
Q2
$6.45M Buy
145,436
+56,152
+63% +$2.2M 0.88% 15
2020
Q1
$2.92M Buy
89,284
+78,907
+760% +$3.29M 0.87% 21
2019
Q4
$506K Buy
+10,377
New +$471K 0.21% 100

Other funds holding BHP