Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.88M Buy
458,052
+100,347
+28% +$1.36M 0.07% 219
2025
Q4
$4.71M Buy
357,705
+176,316
+97% +$2.48M 0.06% 226
2025
Q3
$2.86M Buy
181,389
+70,006
+63% +$1.14M 0.04% 267
2025
Q2
$1.79M Buy
111,383
+15,439
+16% +$239K 0.03% 294
2025
Q1
$1.38M Buy
95,944
+31,604
+49% +$464K 0.02% 295
2024
Q4
$872K Buy
64,340
+19,430
+43% +$300K 0.02% 238
2024
Q3
$754K Buy
44,910
+12,991
+41% +$210K 0.01% 235
2024
Q2
$483K Buy
31,919
+7,913
+33% +$127K 0.01% 217
2024
Q1
$384K Buy
+24,006
New +$420K 0.01% 223

Other funds holding TU