Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$238M Buy
1,062,184
+587,872
+124% +$146M 0.07% 256
2025
Q4
$114M Buy
474,312
+83,171
+21% +$21.3M 0.03% 443
2025
Q3
$110M Sell
391,141
-28,790
-7% -$7.86M 0.04% 379
2025
Q2
$107M Sell
419,931
-211,218
-33% -$50.4M 0.04% 398
2025
Q1
$135M Buy
631,149
+40,937
+7% +$9.56M 0.05% 336
2024
Q4
$139M Buy
590,212
+23,775
+4% +$5.72M 0.05% 347
2024
Q3
$134M Buy
566,437
+125,844
+29% +$28.1M 0.05% 334
2024
Q2
$83.4M Buy
440,593
+23,656
+6% +$4.8M 0.03% 416
2024
Q1
$74.1M Sell
416,937
-198,061
-32% -$36.3M 0.03% 437
2023
Q4
$109M Sell
614,998
-379,967
-38% -$58.4M 0.05% 367
2023
Q3
$140M Buy
994,965
+311,563
+46% +$56.3M 0.07% 295
2023
Q2
$147M Sell
683,402
-321,962
-32% -$71.8M 0.07% 286
2023
Q1
$222M Buy
1,005,364
+227,769
+29% +$49.4M 0.12% 190
2022
Q4
$167M Sell
777,595
-83,808
-10% -$18.4M 0.09% 241
2022
Q3
$200M Buy
861,403
+12,142
+1% +$2.76M 0.12% 194
2022
Q2
$188M Sell
849,261
-447
-0.1% -$95.2K 0.15% 159
2022
Q1
$214M Buy
849,708
+161,046
+23% +$39M 0.15% 162
2021
Q4
$173M Sell
688,662
-47,936
-7% -$12.4M 0.11% 207
2021
Q3
$194M Sell
736,598
-27,274
-4% -$7.46M 0.14% 179
2021
Q2
$188M Buy
+763,872
New +$161M 0.13% 181

Other funds holding RMD