Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-249
Closed -$15K 5136
2025
Q4
$15K Sell
249
-38,515
-99% -$2.19M ﹤0.01% 3313
2025
Q3
$2.16M Sell
38,764
-46,065
-54% -$2.45M 0.06% 280
2025
Q2
$4.08M Buy
84,829
+84,294
+15,756% +$4.05M 0.11% 160
2025
Q1
$25.6K Sell
535
-8,195
-94% -$408K ﹤0.01% 2750
2024
Q4
$426K Sell
8,730
-1,571
-15% -$85.4K 0.01% 1179
2024
Q3
$640K Buy
10,301
+9,861
+2,241% +$545K 0.02% 722
2024
Q2
$25.1K Buy
440
+179
+69% +$10.4K ﹤0.01% 3618
2024
Q1
$15.1K Sell
261
-811
-76% -$48.5K ﹤0.01% 3261
2023
Q4
$73.2K Buy
1,072
+985
+1,132% +$59.5K ﹤0.01% 2875
2023
Q3
$4.95K Sell
87
-492
-85% -$28.8K ﹤0.01% 4785
2023
Q2
$34.5K Sell
579
-413
-42% -$24.6K ﹤0.01% 2896
2023
Q1
$63K Sell
992
-940
-49% -$60.6K ﹤0.01% 2291
2022
Q4
$120K Buy
1,932
+1,300
+206% +$73.1K 0.01% 1687
2022
Q3
$32K Sell
632
-4,119
-87% -$218K ﹤0.01% 3537
2022
Q2
$267K Buy
4,751
+3,695
+350% +$229K 0.01% 1562
2022
Q1
$73K Sell
1,056
-2,159
-67% -$131K ﹤0.01% 2428
2021
Q4
$173K Sell
3,215
-11,880
-79% -$594K ﹤0.01% 1874
2021
Q3
$721K Buy
15,095
+4,802
+47% +$293K 0.02% 738
2021
Q2
$669K Buy
10,293
+7,579
+279% +$501K 0.02% 949
2021
Q1
$168K Buy
2,714
+56
+2% +$3.6K ﹤0.01% 2158
2020
Q4
$155K Sell
2,658
-4,946
-65% -$248K ﹤0.01% 1945
2020
Q3
$351K Buy
7,604
+7,569
+21,626% +$364K ﹤0.01% 2044
2020
Q2
$2K Sell
35
-638
-95% -$25K ﹤0.01% 4470
2020
Q1
$22K Sell
673
-5,684
-89% -$237K ﹤0.01% 1658
2019
Q4
$310K Buy
6,357
+5,641
+788% +$256K 0.03% 434
2019
Q3
$32K Sell
716
-4,480
-86% -$209K ﹤0.01% 2132
2019
Q2
$269K Buy
5,196
+5,175
+24,643% +$250K 0.02% 730
2019
Q1
$1K Sell
21
-12,712
-100% -$579K ﹤0.01% 3533
2018
Q4
$549K Buy
12,733
+12,495
+5,250% +$524K 0.04% 394
2018
Q3
$11K Buy
238
+23
+11% +$997 ﹤0.01% 2681
2018
Q2
$10K Sell
215
-9,673
-98% -$419K ﹤0.01% 2772
2018
Q1
$392K Buy
9,888
+8,038
+434% +$338K 0.03% 584
2017
Q4
$76K Buy
1,850
+637
+53% +$24K 0.01% 1041
2017
Q3
$44K Buy
1,213
+294
+32% +$10.7K ﹤0.01% 2071
2017
Q2
$29K Sell
919
-157
-15% -$4.98K ﹤0.01% 1014
2017
Q1
$35K Buy
1,076
+357
+50% +$12.3K ﹤0.01% 924
2016
Q4
$23K Sell
719
-628
-47% -$20.3K ﹤0.01% 2005
2016
Q3
$42K Sell
1,347
-13,162
-91% -$361K ﹤0.01% 1233
2016
Q2
$370K Buy
14,509
+13,906
+2,306% +$347K 0.04% 357
2016
Q1
$13K Sell
603
-1,303
-68% -$27.6K ﹤0.01% 1682
2015
Q4
$44K Buy
1,906
+263
+16% +$7.03K 0.01% 627
2015
Q3
$46K Buy
+1,643
New +$53.4K ﹤0.01% 1077
2015
Q1
Sell
-205
Closed -$8K 4408
2014
Q4
$8K Buy
205
+204
+20,400% +$9.41K ﹤0.01% 2320
2014
Q3
$0 Sell
1
-197
-99% -$11.5K ﹤0.01% 4424
2014
Q2
$11K Sell
198
-372
-65% -$21.9K ﹤0.01% 2260
2014
Q1
$33K Buy
570
+485
+571% +$27.2K ﹤0.01% 1400
2013
Q4
$5K Sell
85
-432
-84% -$25K ﹤0.01% 3494
2013
Q3
$29K Sell
517
-57
-10% -$3.1K ﹤0.01% 2392
2013
Q2
$28K Buy
+574
New +$31.8K ﹤0.01% 1393

Other funds holding BHP