Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.08M Buy
9,061
+2,219
+32% +$502K 0.01% 563
2025
Q4
$1.09M Sell
6,842
-1,301
-16% -$193K 0.01% 669
2025
Q3
$1.01M Buy
8,143
+211
+3% +$22.5K 0.01% 704
2025
Q2
$788K Sell
7,932
-479
-6% -$38.9K 0.01% 778
2025
Q1
$674K Buy
8,411
+125
+2% +$12.6K 0.01% 838
2024
Q4
$865K Buy
8,286
+592
+8% +$63.9K 0.01% 773
2024
Q3
$836K Buy
7,694
+375
+5% +$44.6K 0.01% 761
2024
Q2
$956K Sell
7,319
-337
-4% -$42.5K 0.01% 687
2024
Q1
$1.02M Sell
7,656
-92
-1% -$10.7K 0.01% 714
2023
Q4
$797K Buy
7,748
+75
+1% +$6.09K 0.01% 753
2023
Q3
$664K Buy
7,673
+389
+5% +$37.9K 0.01% 785
2023
Q2
$787K Sell
7,284
-292
-4% -$26.7K 0.01% 735
2023
Q1
$671K Buy
7,576
+50
+0.7% +$4.77K 0.01% 804
2022
Q4
$638K Buy
7,526
+772
+11% +$61.9K 0.01% 804
2022
Q3
$558K Buy
6,754
+89
+1% +$9.16K 0.01% 804
2022
Q2
$684K Sell
6,665
-4,123
-38% -$480K 0.01% 720
2022
Q1
$1.62M Sell
10,788
-218
-2% -$33.9K 0.03% 434
2021
Q4
$1.92M Buy
11,006
+30
+0.3% +$4.69K 0.03% 399
2021
Q3
$1.66M Sell
10,976
-319
-3% -$49K 0.03% 396
2021
Q2
$2.01M Buy
11,295
+1,212
+12% +$220K 0.04% 371
2021
Q1
$1.87M Buy
10,083
+26
+0.3% +$4.37K 0.04% 328
2020
Q4
$1.51M Sell
10,057
-78
-0.8% -$10.2K 0.03% 368
2020
Q3
$1.11M Buy
10,135
+871
+9% +$102K 0.03% 392
2020
Q2
$1.05M Buy
+9,264
New +$922K 0.03% 375

Other funds holding MKSI