Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.09M Buy
24,246
+3,114
+15% +$311K ﹤0.01% 861
2025
Q4
$1.94M Buy
21,132
+8,381
+66% +$825K ﹤0.01% 898
2025
Q3
$1.33M Sell
12,751
-731
-5% -$56.4K ﹤0.01% 1035
2025
Q2
$863K Buy
13,482
+4,821
+56% +$258K ﹤0.01% 1188
2025
Q1
$448K Sell
8,661
-3,025
-26% -$178K ﹤0.01% 1540
2024
Q4
$618K Buy
11,686
+2,327
+25% +$119K ﹤0.01% 1384
2024
Q3
$395K Buy
9,359
+1,518
+19% +$73.6K ﹤0.01% 1641
2024
Q2
$461K Sell
7,841
-3,435
-30% -$196K ﹤0.01% 1540
2024
Q1
$697K Sell
11,276
-2,679
-19% -$170K ﹤0.01% 1295
2023
Q4
$952K Sell
13,955
-436
-3% -$27.2K ﹤0.01% 1137
2023
Q3
$803K Sell
14,391
-1,808
-11% -$103K ﹤0.01% 1143
2023
Q2
$1.04M Buy
16,199
+11,935
+280% +$657K ﹤0.01% 1052
2023
Q1
$219K Buy
4,264
+594
+16% +$25.5K ﹤0.01% 1820
2022
Q4
$131K Sell
3,670
-303
-8% -$10.2K ﹤0.01% 2080
2022
Q3
$101K Sell
3,973
-2,770
-41% -$69.3K ﹤0.01% 2189
2022
Q2
$145K Sell
6,743
-1,141
-14% -$28.2K ﹤0.01% 2031
2022
Q1
$251K Sell
7,884
-551
-7% -$15.3K ﹤0.01% 1844
2021
Q4
$247K Sell
8,435
-408
-5% -$10.4K ﹤0.01% 1875
2021
Q3
$197K Buy
8,843
+8,690
+5,680% +$205K ﹤0.01% 1972
2021
Q2
$4K Sell
153
-1,126
-88% -$22.7K ﹤0.01% 3676
2021
Q1
$25K Buy
1,279
+126
+11% +$2.53K ﹤0.01% 2926
2020
Q4
$20K Buy
1,153
+153
+15% +$2.4K ﹤0.01% 2919
2020
Q3
$14K Hold
1,000
﹤0.01% 2955
2020
Q2
$15K Buy
1,000
+700
+233% +$9.86K ﹤0.01% 2953
2020
Q1
$3K Buy
+300
New +$4.16K ﹤0.01% 3391
2018
Q4
Sell
-10,061
Closed -$110K 3676
2018
Q3
$110K Sell
10,061
-433
-4% -$5.27K ﹤0.01% 2178
2018
Q2
$132K Hold
10,494
﹤0.01% 2082
2018
Q1
$141K Buy
10,494
+10,286
+4,945% +$138K ﹤0.01% 2069
2017
Q4
$3K Hold
208
﹤0.01% 3422
2017
Q3
$3K Buy
+208
New +$2.67K ﹤0.01% 3370
2017
Q2
Sell
-303
Closed -$4K 3594
2017
Q1
$4K Hold
303
﹤0.01% 3266
2016
Q4
$4K Hold
303
﹤0.01% 3256
2016
Q3
$4K Hold
303
﹤0.01% 3213
2016
Q2
$4K Hold
303
﹤0.01% 3238
2016
Q1
$4K Hold
303
﹤0.01% 3230
2015
Q4
$4K Buy
+303
New +$3.5K ﹤0.01% 3298
2014
Q3
Sell
-200
Closed -$3K 3559
2014
Q2
$3K Hold
200
﹤0.01% 3332
2014
Q1
$2K Buy
+200
New +$1.88K ﹤0.01% 3362

Other funds holding RMBS