Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,937
Closed -$249K 1704
2025
Q4
$249K Buy
+1,937
New +$270K 0.03% 735
2025
Q2
Sell
-9,296
Closed -$706K 1552
2025
Q1
$706K Buy
9,296
+3,293
+55% +$265K 0.11% 241
2024
Q4
$484K Buy
+6,003
New +$547K 0.09% 386
2024
Q3
Hold
0
2959
2024
Q2
Hold
0
3056
2024
Q1
Hold
0
3056
2023
Q4
Sell
-3,395
Closed -$619K 3094
2023
Q3
$610K Buy
+3,395
New +$736K 0.03% 1381
2023
Q2
Sell
-1,255
Closed -$244K 2847
2023
Q1
$244K Sell
1,255
-399
-24% -$80.1K 0.02% 1906
2022
Q4
$271K Buy
+1,654
New +$332K 0.04% 1626
2022
Q2
Sell
-1,127
Closed -$297K 2269
2022
Q1
$297K Buy
+1,127
New +$227K 0.04% 1407
2021
Q4
Hold
0
1594
2021
Q3
Hold
0
1616
2021
Q2
Hold
0
1532
2020
Q4
Hold
0
1723
2020
Q3
Hold
0
1356
2020
Q2
Hold
0
1420
2020
Q1
Hold
0
1488
2019
Q4
Hold
0
2386
2019
Q3
Hold
0
2119
2019
Q2
Hold
0
2134
2019
Q1
Hold
0
1892
2018
Q4
Sell
-6,896
Closed -$200K 2227
2018
Q3
$222K Buy
+6,896
New +$230K 0.03% 2026
2018
Q2
Hold
0
2689
2018
Q1
Hold
0
2712
2017
Q4
Hold
0
1757

Other funds holding CAR