Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$479K Buy
383,301
+2,626
+0.7% +$4.37K ﹤0.01% 4538
2025
Q4
$704K Sell
380,675
-3,791
-1% -$8.56K ﹤0.01% 4402
2025
Q3
$927K Buy
384,466
+1,262
+0.3% +$2.98K ﹤0.01% 4302
2025
Q2
$724K Buy
383,204
+1,387
+0.4% +$2.29K ﹤0.01% 4357
2025
Q1
$603K Sell
381,817
-603
-0.2% -$975 ﹤0.01% 4349
2024
Q4
$746K Buy
382,420
+201
+0.1% +$343 ﹤0.01% 4304
2024
Q3
$715K Buy
382,219
+1,206
+0.3% +$2.53K ﹤0.01% 4252
2024
Q2
$751K Sell
381,013
-2,412
-0.6% -$4.47K ﹤0.01% 4251
2024
Q1
$717K Buy
383,425
+3,263
+0.9% +$5.68K ﹤0.01% 4289
2023
Q4
$631K Sell
380,162
-1,219
-0.3% -$1.83K ﹤0.01% 4373
2023
Q3
$526K Sell
381,381
-1,253
-0.3% -$1.92K ﹤0.01% 4410
2023
Q2
$605K Sell
382,634
-1,264
-0.3% -$2.08K ﹤0.01% 4438
2023
Q1
$653K Sell
383,898
-17,439
-4% -$29.9K ﹤0.01% 4468
2022
Q4
$686K Sell
401,337
-52
-0% -$92 ﹤0.01% 4522
2022
Q3
$714K Sell
401,389
-1,469
-0.4% -$3.14K ﹤0.01% 4605
2022
Q2
$959K Buy
402,858
+1,170
+0.3% +$3.11K ﹤0.01% 4549
2022
Q1
$1.21M Sell
401,688
-1,341
-0.3% -$4.16K ﹤0.01% 4600
2021
Q4
$1.27M Sell
403,029
-3,886
-1% -$13.3K ﹤0.01% 4584
2021
Q3
$1.63M Buy
406,915
+28,140
+7% +$110K ﹤0.01% 4399
2021
Q2
$1.4M Sell
378,775
-108,435
-22% -$399K ﹤0.01% 4411
2021
Q1
$1.78M Buy
487,210
+13,212
+3% +$56.3K ﹤0.01% 4320
2020
Q4
$1.66M Sell
473,998
-5,251
-1% -$15.6K ﹤0.01% 4093
2020
Q3
$1.29M Buy
479,249
+720
+0.2% +$2.1K ﹤0.01% 4031
2020
Q2
$1.54M Sell
478,529
-1,354
-0.3% -$4.09K ﹤0.01% 3905
2020
Q1
$1.37M Sell
479,883
-4,500
-0.9% -$14.1K ﹤0.01% 3772
2019
Q4
$1.63M Sell
484,383
-204
-0% -$635 ﹤0.01% 3845
2019
Q3
$1.45M Sell
484,587
-2,199
-0.5% -$6.57K ﹤0.01% 3851
2019
Q2
$1.61M Buy
486,786
+7,242
+2% +$24K ﹤0.01% 3849
2019
Q1
$1.74M Sell
479,544
-2,293
-0.5% -$8.52K ﹤0.01% 3755
2018
Q4
$1.74M Buy
481,837
+338
+0.1% +$1.22K ﹤0.01% 3724
2018
Q3
$1.73M Buy
481,499
+2,150
+0.4% +$8.04K ﹤0.01% 3823
2018
Q2
$1.94M Buy
479,349
+8,908
+2% +$35.8K ﹤0.01% 3751
2018
Q1
$1.95M Buy
470,441
+372
+0.1% +$1.61K ﹤0.01% 3679
2017
Q4
$2.12M Buy
470,069
+1,888
+0.4% +$8.63K ﹤0.01% 3677
2017
Q3
$2.18M Sell
468,181
-1,149
-0.2% -$5.57K ﹤0.01% 3683
2017
Q2
$2.42M Sell
469,330
-34,219
-7% -$164K ﹤0.01% 3639
2017
Q1
$2.37M Buy
+503,549
New +$2.71M ﹤0.01% 3610

Other funds holding AWRE