Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$705K Buy
29,253
+1,552
+6% +$42.1K ﹤0.01% 3443
2025
Q4
$981K Buy
+27,701
New +$987K ﹤0.01% 3353
2025
Q2
Sell
-8,206
Closed -$236K 3968
2025
Q1
$236K Buy
8,206
+85
+1% +$2.78K ﹤0.01% 3743
2024
Q4
$268K Buy
+8,121
New +$290K ﹤0.01% 3767
2024
Q2
Sell
-7,398
Closed -$296K 3863
2024
Q1
$296K Sell
7,398
-5,457
-42% -$189K ﹤0.01% 3588
2023
Q4
$484K Sell
12,855
-3,556
-22% -$139K ﹤0.01% 3462
2023
Q3
$749K Sell
16,411
-1,321
-7% -$63.3K ﹤0.01% 3261
2023
Q2
$844K Sell
17,732
-656
-4% -$27.6K ﹤0.01% 3244
2023
Q1
$816K Buy
18,388
+2,193
+14% +$88.6K ﹤0.01% 3243
2022
Q4
$527K Sell
16,195
-8,275
-34% -$326K ﹤0.01% 3389
2022
Q3
$1M Sell
24,470
-6,901
-22% -$335K ﹤0.01% 3114
2022
Q2
$1.49M Sell
31,371
-1,309
-4% -$65.8K ﹤0.01% 2942
2022
Q1
$1.99M Sell
32,680
-4,415
-12% -$250K ﹤0.01% 2918
2021
Q4
$2.42M Buy
37,095
+6,049
+19% +$503K ﹤0.01% 2872
2021
Q3
$2.87M Sell
31,046
-970
-3% -$107K ﹤0.01% 2716
2021
Q2
$4.41M Sell
32,016
-2,816
-8% -$320K ﹤0.01% 2544
2021
Q1
$4.63M Buy
34,832
+4,772
+16% +$844K ﹤0.01% 2436
2020
Q4
$4.87M Buy
30,060
+5,680
+23% +$636K ﹤0.01% 2289
2020
Q3
$1.58M Buy
24,380
+1,265
+5% +$68.4K ﹤0.01% 2782
2020
Q2
$1.19M Buy
23,115
+12,389
+116% +$604K ﹤0.01% 2856
2020
Q1
$431K Buy
10,726
+2,910
+37% +$135K ﹤0.01% 3183
2019
Q4
$299K Sell
7,816
-130
-2% -$5.6K ﹤0.01% 3475
2019
Q3
$377K Buy
7,946
+1,293
+19% +$60.5K ﹤0.01% 3384
2019
Q2
$240K Buy
+6,653
New +$228K ﹤0.01% 3546
2018
Q4
Sell
-11,967
Closed -$396K 3648
2018
Q3
$396K Buy
+11,967
New +$408K ﹤0.01% 3363
2017
Q3
Sell
-17,772
Closed -$323K 3670
2017
Q2
$323K Buy
+17,772
New +$321K ﹤0.01% 3390

Other funds holding APPN