Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$116K Sell
17,548
-21,636
-55% -$140K ﹤0.01% 5024
2025
Q4
$246K Buy
39,184
+12,796
+48% +$75.3K ﹤0.01% 4947
2025
Q3
$165K Buy
26,388
+3,060
+13% +$18.9K ﹤0.01% 5044
2025
Q2
$132K Sell
23,328
-188
-0.8% -$1.02K ﹤0.01% 5025
2025
Q1
$128K Buy
23,516
+5,358
+30% +$34K ﹤0.01% 4967
2024
Q4
$127K Buy
18,158
+6,851
+61% +$46.4K ﹤0.01% 5066
2024
Q3
$51.3K Buy
11,307
+307
+3% +$1.51K ﹤0.01% 5335
2024
Q2
$60K Buy
11,000
+174
+2% +$855 ﹤0.01% 5225
2024
Q1
$57.5K Buy
10,826
+1,388
+15% +$7.5K ﹤0.01% 5201
2023
Q4
$51.2K Buy
9,438
+1,629
+21% +$7.95K ﹤0.01% 5270
2023
Q3
$39.3K Sell
7,809
-4,041
-34% -$21.2K ﹤0.01% 5309
2023
Q2
$44.6K Buy
11,850
+6,088
+106% +$22K ﹤0.01% 5467
2023
Q1
$24.7K Buy
5,762
+5,761
+576,100% +$25.4K ﹤0.01% 5558
2022
Q4
$4 Sell
1
-681
-100% -$2.17K ﹤0.01% 7414
2022
Q3
$2K Sell
682
-358
-34% -$1.17K ﹤0.01% 6186
2022
Q2
$3K Buy
1,040
+233
+29% +$1.13K ﹤0.01% 6212
2022
Q1
$5K Buy
807
+599
+288% +$3.14K ﹤0.01% 6480
2021
Q4
$1K Buy
208
+2
+1% +$8 ﹤0.01% 7057
2021
Q3
$1K Sell
206
-1,009
-83% -$4.17K ﹤0.01% 6773
2021
Q2
$5K Sell
1,215
-89,637
-99% -$325K ﹤0.01% 6348
2021
Q1
$321K Sell
90,852
-10,347
-10% -$49.3K ﹤0.01% 4937
2020
Q4
$387K Sell
101,199
-14,906
-13% -$45.8K ﹤0.01% 4718
2020
Q3
$352K Sell
116,105
-7,282
-6% -$24.1K ﹤0.01% 4608
2020
Q2
$401K Buy
123,387
+11,266
+10% +$34.5K ﹤0.01% 4488
2020
Q1
$282K Sell
112,121
-58,276
-34% -$257K ﹤0.01% 4456
2019
Q4
$796K Buy
170,397
+61,636
+57% +$385K ﹤0.01% 4010
2019
Q3
$1.14M Sell
108,761
-14,860
-12% -$139K ﹤0.01% 3738
2019
Q2
$978K Sell
123,621
-17,115
-12% -$179K ﹤0.01% 3876
2019
Q1
$1.68M Buy
140,736
+18,488
+15% +$248K ﹤0.01% 3502
2018
Q4
$1.51M Buy
122,248
+2,277
+2% +$36.7K ﹤0.01% 3520
2018
Q3
$2.5M Sell
119,971
-644
-0.5% -$13.9K ﹤0.01% 3228
2018
Q2
$2.51M Buy
120,615
+3,169
+3% +$69.2K ﹤0.01% 3273
2018
Q1
$2.98M Sell
117,446
-61,399
-34% -$1.49M ﹤0.01% 3056
2017
Q4
$4.04M Buy
178,845
+59,963
+50% +$1.36M ﹤0.01% 2776
2017
Q3
$2.69M Buy
118,882
+21,869
+23% +$452K ﹤0.01% 3065
2017
Q2
$2.22M Sell
97,013
-54,844
-36% -$1.31M ﹤0.01% 3135
2017
Q1
$3.83M Sell
151,857
-1,147
-0.7% -$29.4K ﹤0.01% 2653
2016
Q4
$4.11M Buy
153,004
+75,569
+98% +$1.96M ﹤0.01% 2555
2016
Q3
$2.07M Sell
77,435
-495,627
-86% -$13.1M ﹤0.01% 2944
2016
Q2
$13.3M Sell
573,062
-344,575
-38% -$5.84M 0.01% 1597
2016
Q1
$11.9M Sell
917,637
-474,853
-34% -$5.14M ﹤0.01% 1659
2015
Q4
$12.9M Buy
1,392,490
+361,261
+35% +$3.89M 0.01% 1619
2015
Q3
$12.5M Buy
1,031,229
+633,424
+159% +$9.61M 0.01% 1632
2015
Q2
$7.36M Sell
397,805
-280,904
-41% -$5.92M ﹤0.01% 2140
2015
Q1
$15.6M Buy
678,709
+192,094
+39% +$4.25M 0.01% 1510
2014
Q4
$11.2M Sell
486,615
-12,791
-3% -$270K ﹤0.01% 1738
2014
Q3
$9.61M Sell
499,406
-11,657
-2% -$252K ﹤0.01% 1819
2014
Q2
$11.4M Sell
511,063
-30,536
-6% -$656K ﹤0.01% 1719
2014
Q1
$12.7M Buy
541,599
+170,127
+46% +$4.06M 0.01% 1610
2013
Q4
$10.1M Sell
371,472
-19,012
-5% -$539K ﹤0.01% 1711
2013
Q3
$11.9M Sell
390,484
-123,124
-24% -$3.63M 0.01% 1539
2013
Q2
$12.4M Buy
+513,608
New +$11.7M 0.01% 1442

Other funds holding QUAD