Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$803K Sell
135,833
-40,044
-23% -$255K ﹤0.01% 3868
2025
Q4
$1.26M Buy
175,877
+15,240
+9% +$110K ﹤0.01% 3792
2025
Q3
$1.2M Buy
160,637
+16,581
+12% +$105K ﹤0.01% 3686
2025
Q2
$625K Buy
144,056
+5,152
+4% +$22.9K ﹤0.01% 3983
2025
Q1
$692K Sell
138,904
-1,908
-1% -$11.8K ﹤0.01% 3866
2024
Q4
$910K Buy
140,812
+4,105
+3% +$21.2K ﹤0.01% 3775
2024
Q3
$488K Buy
136,707
+6,080
+5% +$25.1K ﹤0.01% 4008
2024
Q2
$717K Buy
130,627
+48,453
+59% +$290K ﹤0.01% 3697
2024
Q1
$555K Buy
82,174
+19,081
+30% +$121K ﹤0.01% 3818
2023
Q4
$386K Buy
63,093
+11,336
+22% +$91.2K ﹤0.01% 4031
2023
Q3
$373K Sell
51,757
-5,202
-9% -$43.3K ﹤0.01% 3955
2023
Q2
$492K Buy
56,959
+9,896
+21% +$89.1K ﹤0.01% 3952
2023
Q1
$436K Buy
47,063
+7,563
+19% +$90.3K ﹤0.01% 3940
2022
Q4
$508K Buy
39,500
+7,376
+23% +$84.3K ﹤0.01% 3627
2022
Q3
$296K Sell
32,124
-2,881
-8% -$34.2K ﹤0.01% 4019
2022
Q2
$433K Sell
35,005
-8,096
-19% -$107K ﹤0.01% 3827
2022
Q1
$664K Sell
43,101
-13,550
-24% -$200K ﹤0.01% 4203
2021
Q4
$895K Buy
56,651
+31,610
+126% +$417K ﹤0.01% 4202
2021
Q3
$322K Buy
25,041
+1,367
+6% +$15.8K ﹤0.01% 4900
2021
Q2
$260K Sell
23,674
-2,468
-9% -$24.6K ﹤0.01% 4918
2021
Q1
$251K Sell
26,142
-64,476
-71% -$499K ﹤0.01% 5052
2020
Q4
$596K Sell
90,618
-35,105
-28% -$228K ﹤0.01% 4396
2020
Q3
$762K Sell
125,723
-19,773
-14% -$146K ﹤0.01% 4059
2020
Q2
$1.05M Buy
145,496
+73,544
+102% +$534K ﹤0.01% 3771
2020
Q1
$514K Sell
71,952
-25,395
-26% -$215K ﹤0.01% 4014
2019
Q4
$905K Sell
97,347
-1,550
-2% -$14.7K ﹤0.01% 3922
2019
Q3
$913K Sell
98,897
-48,268
-33% -$451K ﹤0.01% 3917
2019
Q2
$1.37M Buy
147,165
+33,220
+29% +$310K ﹤0.01% 3653
2019
Q1
$1.08M Buy
113,945
+29,053
+34% +$285K ﹤0.01% 3817
2018
Q4
$757K Buy
84,892
+30,642
+56% +$292K ﹤0.01% 4056
2018
Q3
$580K Buy
54,250
+7,145
+15% +$73.1K ﹤0.01% 4331
2018
Q2
$426K Sell
47,105
-26,874
-36% -$242K ﹤0.01% 4578
2018
Q1
$685K Sell
73,979
-15,060
-17% -$121K ﹤0.01% 4184
2017
Q4
$652K Sell
89,039
-54,018
-38% -$420K ﹤0.01% 4204
2017
Q3
$1.25M Buy
143,057
+2,871
+2% +$28.8K ﹤0.01% 3687
2017
Q2
$1.32M Sell
140,186
-134,169
-49% -$1.14M ﹤0.01% 3521
2017
Q1
$2.32M Buy
274,355
+95,006
+53% +$956K ﹤0.01% 3077
2016
Q4
$1.92M Buy
179,349
+83,000
+86% +$766K ﹤0.01% 3191
2016
Q3
$751K Buy
96,349
+6,184
+7% +$48.7K ﹤0.01% 3700
2016
Q2
$616K Sell
90,165
-8,001
-8% -$59.5K ﹤0.01% 3786
2016
Q1
$868K Sell
98,166
-4,272
-4% -$31.1K ﹤0.01% 3501
2015
Q4
$664K Sell
102,438
-181
-0.2% -$1.23K ﹤0.01% 3749
2015
Q3
$624K Buy
102,619
+24,333
+31% +$156K ﹤0.01% 3810
2015
Q2
$470K Sell
78,286
-365,549
-82% -$3.3M ﹤0.01% 4135
2015
Q1
$4.13M Sell
443,835
-656,149
-60% -$5.84M ﹤0.01% 2516
2014
Q4
$10.5M Buy
1,099,984
+730,512
+198% +$7.05M ﹤0.01% 1789
2014
Q3
$3.39M Buy
369,472
+299,855
+431% +$2.95M ﹤0.01% 2625
2014
Q2
$768K Buy
69,617
+41,429
+147% +$510K ﹤0.01% 3684
2014
Q1
$394K Sell
28,188
-54,691
-66% -$697K ﹤0.01% 4002
2013
Q4
$990K Sell
82,879
-57,517
-41% -$663K ﹤0.01% 3422
2013
Q3
$1.44M Buy
140,396
+28,955
+26% +$364K ﹤0.01% 3112
2013
Q2
$1.48M Buy
+111,441
New +$1.4M ﹤0.01% 3020

Other funds holding MBI