Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$370K Sell
12,784
-1,754
-12% -$46.9K 0.16% 92
2025
Q4
$361K Buy
+14,538
New +$368K 0.16% 96
2025
Q2
$427K Sell
15,572
-116
-0.7% -$3.2K 0.2% 85
2025
Q1
$443K Hold
15,688
0.22% 83
2024
Q4
$357K Buy
15,688
+3,881
+33% +$87.3K 0.18% 94
2024
Q3
$260K Buy
11,807
+3,310
+39% +$65.9K 0.13% 111
2024
Q2
$162K Sell
8,497
-707
-8% -$12.3K 0.09% 139
2024
Q1
$162K Hold
9,204
0.08% 138
2023
Q4
$154K Buy
9,204
+205
+2% +$3.24K 0.09% 143
2023
Q3
$135K Hold
8,999
0.08% 147
2023
Q2
$131K Buy
+8,999
New +$153K 0.08% 148

Other funds holding T