Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.38K Hold
657
﹤0.01% 4787
2025
Q4
$6.46K Hold
657
﹤0.01% 4972
2025
Q3
$6.95K Hold
657
﹤0.01% 5052
2025
Q2
$5.62K Buy
+657
New +$4.73K ﹤0.01% 4962
2022
Q3
Sell
-2,641
Closed -$13K 4758
2022
Q2
$13K Buy
2,641
+159
+6% +$926 ﹤0.01% 4525
2022
Q1
$20K Sell
2,482
-313
-11% -$2.85K ﹤0.01% 4437
2021
Q4
$33K Sell
2,795
-197
-7% -$2.58K ﹤0.01% 3895
2021
Q3
$44K Sell
2,992
-6,966
-70% -$118K ﹤0.01% 4135
2021
Q2
$197K Buy
+9,958
New +$183K ﹤0.01% 3561
2020
Q3
Sell
-29,882
Closed -$313K 5185
2020
Q2
$313K Buy
+29,882
New +$317K ﹤0.01% 3717
2020
Q1
Hold
0
6112
2018
Q1
Sell
-120
Closed -$1K 7016
2017
Q4
$1K Sell
120
-104
-46% -$564 ﹤0.01% 6816
2017
Q3
$1K Buy
+224
New +$1.13K ﹤0.01% 6735
2017
Q2
Sell
-65
Closed 6611
2017
Q1
$0 Buy
+65
New +$322 ﹤0.01% 6728
2016
Q1
Sell
-7,606
Closed -$38K 6115
2015
Q4
$38K Buy
7,606
+1,228
+19% +$6.78K ﹤0.01% 4937
2015
Q3
$26K Buy
6,378
+3,109
+95% +$16.4K ﹤0.01% 5335
2015
Q2
$22K Sell
3,269
-7,840
-71% -$63.8K ﹤0.01% 5613
2015
Q1
$89K Sell
11,109
-3,813
-26% -$35K ﹤0.01% 4923
2014
Q4
$134K Sell
14,922
-77,600
-84% -$768K ﹤0.01% 4957
2014
Q3
$1.02M Buy
+92,522
New +$1.08M ﹤0.01% 3331
2013
Q3
Sell
-15,000
Closed -$206K 7377
2013
Q2
$206K Buy
+15,000
New +$181K ﹤0.01% 5145

Other funds holding ALLT