Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.6M Sell
82,533
-49,875
-38% -$6.55M ﹤0.01% 3259
2025
Q4
$17.6M Sell
132,408
-59,418
-31% -$7.77M ﹤0.01% 2704
2025
Q3
$24.1M Buy
191,826
+76,534
+66% +$9.57M ﹤0.01% 2362
2025
Q2
$14M Buy
115,292
+15,750
+16% +$1.76M ﹤0.01% 2759
2025
Q1
$11M Buy
99,542
+13,245
+15% +$1.48M ﹤0.01% 2929
2024
Q4
$9.22M Buy
86,297
+67,610
+362% +$7.47M ﹤0.01% 3151
2024
Q3
$2.12M Buy
18,687
+4,877
+35% +$535K ﹤0.01% 3934
2024
Q2
$1.39M Sell
13,810
-1,434
-9% -$143K ﹤0.01% 4113
2024
Q1
$1.44M Sell
15,244
-3,707
-20% -$326K ﹤0.01% 4261
2023
Q4
$1.67M Buy
18,951
+8,207
+76% +$710K ﹤0.01% 4012
2023
Q3
$960K Sell
10,744
-6,990
-39% -$660K ﹤0.01% 4109
2023
Q2
$1.71M Buy
17,734
+9,736
+122% +$925K ﹤0.01% 3685
2023
Q1
$735K Buy
7,998
+51
+0.6% +$4.72K ﹤0.01% 4376
2022
Q4
$721K Buy
7,947
+5,964
+301% +$541K ﹤0.01% 4368
2022
Q3
$158K Buy
1,983
+385
+24% +$33.5K ﹤0.01% 5305
2022
Q2
$136K Buy
1,598
+1,483
+1,290% +$123K ﹤0.01% 5198
2022
Q1
$10K Sell
115
-8,167
-99% -$703K ﹤0.01% 8425
2021
Q4
$809K Buy
8,282
+5,494
+197% +$486K ﹤0.01% 4572
2021
Q3
$221K Sell
2,788
-3,145
-53% -$243K ﹤0.01% 5236
2021
Q2
$446K Sell
5,933
-7,113
-55% -$535K ﹤0.01% 4815
2021
Q1
$948K Buy
13,046
+6,684
+105% +$484K ﹤0.01% 4314
2020
Q4
$453K Sell
6,362
-611
-9% -$41.3K ﹤0.01% 4674
2020
Q3
$420K Sell
6,973
-4,101
-37% -$251K ﹤0.01% 4322
2020
Q2
$529K Sell
11,074
-1,110
-9% -$51.9K ﹤0.01% 4079
2020
Q1
$553K Sell
12,184
-10,087
-45% -$543K ﹤0.01% 3864
2019
Q4
$1.3M Buy
22,271
+8,952
+67% +$548K ﹤0.01% 3967
2019
Q3
$848K Buy
13,319
+9,955
+296% +$638K ﹤0.01% 4099
2019
Q2
$199K Buy
3,364
+1,805
+116% +$106K ﹤0.01% 4918
2019
Q1
$86K Sell
1,559
-5,690
-78% -$306K ﹤0.01% 5182
2018
Q4
$379K Buy
7,249
+2,028
+39% +$109K ﹤0.01% 4471
2018
Q3
$299K Buy
5,221
+2,749
+111% +$161K ﹤0.01% 4755
2018
Q2
$145K Buy
2,472
+1,202
+95% +$69.5K ﹤0.01% 5179
2018
Q1
$66K Sell
1,270
-2,315
-65% -$123K ﹤0.01% 5512
2017
Q4
$197K Buy
3,585
+158
+5% +$8.54K ﹤0.01% 4908
2017
Q3
$173K Buy
3,427
+3,359
+4,940% +$161K ﹤0.01% 4943
2017
Q2
$3K Sell
68
-665
-91% -$29K ﹤0.01% 7293
2017
Q1
$32K Sell
733
-3,913
-84% -$187K ﹤0.01% 5812
2016
Q4
$236K Buy
4,646
+3,829
+469% +$176K ﹤0.01% 4679
2016
Q3
$33K Sell
817
-411
-33% -$15.3K ﹤0.01% 5842
2016
Q2
$42K Buy
1,228
+228
+23% +$8.51K ﹤0.01% 5646
2016
Q1
$40K Sell
1,000
-1,868
-65% -$65.3K ﹤0.01% 5666
2015
Q4
$97K Buy
2,868
+1,118
+64% +$37.5K ﹤0.01% 5239
2015
Q3
$60K Sell
1,750
-121,098
-99% -$4.77M ﹤0.01% 5668
2015
Q2
$5.32M Buy
122,848
+18,375
+18% +$807K ﹤0.01% 2008
2015
Q1
$4.94M Sell
104,473
-22,465
-18% -$1.04M ﹤0.01% 2083
2014
Q4
$5.88M Buy
+126,938
New +$5.78M 0.01% 1967

Other funds holding NNI