Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-253,763
Closed -$6.3M 2286
2025
Q4
$6.3M Buy
253,763
+138,656
+120% +$3.51M 0.24% 27
2025
Q3
$3.25M Buy
115,107
+71,968
+167% +$2.04M 0.18% 106
2025
Q2
$1.25M Buy
+43,139
New +$1.19M 0.06% 284
2025
Q1
Sell
-17,222
Closed -$392K 2013
2024
Q4
$392K Buy
+17,222
New +$388K 0.02% 583
2024
Q2
Sell
-56,841
Closed -$1M 1864
2024
Q1
$1M Sell
56,841
-298,816
-84% -$5.1M 0.08% 229
2023
Q4
$5.97M Buy
355,657
+337,694
+1,880% +$5.33M 0.47% 23
2023
Q3
$270K Sell
17,963
-123,879
-87% -$1.82M 0.03% 546
2023
Q2
$2.26M Buy
141,842
+92,721
+189% +$1.58M 0.17% 91
2023
Q1
$946K Sell
49,121
-76,078
-61% -$1.45M 0.1% 197
2022
Q4
$2.31M Buy
+125,199
New +$2.24M 0.31% 50
2022
Q2
Sell
-148,014
Closed -$2.64M 2059
2022
Q1
$2.64M Buy
148,014
+24,146
+19% +$447K 0.2% 62
2021
Q4
$2.3M Buy
123,868
+9,327
+8% +$174K 0.24% 88
2021
Q3
$2.34M Buy
114,541
+76,975
+205% +$1.62M 0.21% 72
2021
Q2
$817K Buy
+37,566
New +$854K 0.08% 271
2021
Q1
Sell
-140,014
Closed -$3.04M 2011
2020
Q4
$3.04M Buy
140,014
+72,539
+108% +$1.56M 0.33% 61
2020
Q3
$1.45M Buy
+67,475
New +$1.51M 0.25% 79
2019
Q4
$3.07M Buy
103,888
+18,621
+22% +$538K 0.3% 62
2019
Q3
$2.44M Buy
85,267
+50,405
+145% +$1.34M 0.19% 91
2019
Q2
$883K Sell
34,862
-21,955
-39% -$527K 0.06% 328
2019
Q1
$1.35M Sell
56,817
-32,133
-36% -$739K 0.1% 236
2018
Q4
$1.92M Buy
88,950
+49,881
+128% +$1.16M 0.16% 142
2018
Q3
$991K Buy
39,069
+20,349
+109% +$498K 0.07% 337
2018
Q2
$454K Sell
18,720
-14,024
-43% -$352K 0.03% 857
2018
Q1
$882K Sell
32,744
-76,599
-70% -$2.13M 0.05% 409
2017
Q4
$3.21M Buy
+109,343
New +$2.99M 0.17% 88
2017
Q2
Sell
-27,976
Closed -$878K 512
2017
Q1
$878K Sell
27,976
-13,946
-33% -$439K 0.09% 154
2016
Q4
$1.35M Buy
+41,922
New +$1.24M 0.14% 115
2016
Q3
Sell
-59,269
Closed -$1.93M 507
2016
Q2
$1.93M Sell
59,269
-54,432
-48% -$1.62M 0.26% 83
2016
Q1
$3.36M Buy
+113,701
New +$3.15M 0.47% 52
2015
Q1
Sell
-20,011
Closed -$508K 384
2014
Q4
$508K Buy
20,011
+4,797
+32% +$124K 0.07% 190
2014
Q3
$405K Buy
+15,214
New +$405K 0.05% 202
2014
Q2
Sell
-27,658
Closed -$733K 442
2014
Q1
$733K Buy
27,658
+19,639
+245% +$493K 0.1% 158
2013
Q4
$213K Buy
+8,019
New +$211K 0.02% 234

Other funds holding T