Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-20,686
Closed -$5.66M 114
2025
Q3
$5.66M Hold
20,686
0.91% 37
2025
Q2
$5.34M Buy
+20,686
New +$4.93M 0.9% 36
2021
Q3
Sell
-219
Closed -$54K 258
2021
Q2
$54K Buy
+219
New +$46K 0.01% 125
2020
Q4
Sell
-142
Closed -$24K 221
2020
Q3
$24K Buy
+142
New +$26.2K 0.01% 155
2020
Q1
Sell
-23,450
Closed -$3.63M 73
2019
Q4
$3.63M Sell
23,450
-423
-2% -$61K 1.49% 27
2019
Q3
$3.23M Buy
23,873
+1,815
+8% +$238K 1.42% 28
2019
Q2
$2.69M Buy
+22,058
New +$2.44M 1.2% 34

Other funds holding RMD