Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-11,517
Closed -$152K 4408
2025
Q4
$152K Sell
11,517
-207,619
-95% -$2.92M ﹤0.01% 2494
2025
Q3
$3.46M Buy
219,136
+100,490
+85% +$1.63M 0.18% 79
2025
Q2
$1.91M Sell
118,646
-6,864
-5% -$106K 0.08% 358
2025
Q1
$1.8M Buy
125,510
+57,266
+84% +$840K 0.09% 297
2024
Q4
$925K Buy
+68,244
New +$1.05M 0.08% 347
2024
Q3
Sell
-46,981
Closed -$711K 2624
2024
Q2
$711K Buy
46,981
+33,519
+249% +$540K 0.06% 491
2024
Q1
$216K Sell
13,462
-42,200
-76% -$738K 0.03% 1119
2023
Q4
$990K Buy
+55,662
New +$963K 0.22% 33
2022
Q3
Sell
-28,159
Closed -$627K 1399
2022
Q2
$627K Buy
+28,159
New +$696K 0.26% 80

Other funds holding TU