Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$909K Sell
9,699
-1,091
-10% -$226K 0.12% 139
2026
Q1
$2.42M Buy
10,790
+2,539
+31% +$633K 0.32% 81
2025
Q4
$1.99M Sell
8,251
-550
-6% -$141K 0.24% 103
2025
Q3
$2.41M Sell
8,801
-1,831
-17% -$500K 0.29% 86
2025
Q2
$2.74M Sell
10,632
-1,159
-10% -$276K 0.31% 89
2025
Q1
$2.64M Hold
11,791
0.29% 94
2024
Q4
$2.7M Sell
11,791
-1,532
-11% -$369K 0.28% 92
2024
Q3
$2.05M Hold
13,323
0.22% 117
2024
Q2
$2.55M Buy
+13,323
New +$2.7M 0.25% 110

Other funds holding RMD