Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,613
Closed -$226K 255
2021
Q3
$226K Buy
+4,613
New +$195K 0.02% 258
2019
Q4
Sell
-10,146
Closed -$204K 282
2019
Q3
$204K Sell
10,146
-1,314
-11% -$27.3K 0.02% 264
2019
Q2
$268K Sell
11,460
-1,616
-12% -$40.3K 0.03% 233
2019
Q1
$368K Sell
13,076
-2,810
-18% -$80.4K 0.04% 202
2018
Q4
$422K Sell
15,886
-1,663
-9% -$55.9K 0.06% 184
2018
Q3
$709K Sell
17,549
-678
-4% -$29.5K 0.09% 161
2018
Q2
$854K Sell
18,227
-370
-2% -$18.6K 0.12% 138
2018
Q1
$836K Buy
18,597
+1,140
+7% +$56.5K 0.11% 143
2017
Q4
$940K Sell
17,457
-7,237
-29% -$331K 0.13% 136
2017
Q3
$1.15M Sell
24,694
-3,564
-13% -$143K 0.18% 117
2017
Q2
$923K Sell
28,258
-2,256
-7% -$73.2K 0.15% 131
2017
Q1
$1.05M Buy
30,514
+1,029
+3% +$36K 0.18% 120
2016
Q4
$828K Sell
29,485
-95,050
-76% -$2.58M 0.14% 138
2016
Q3
$3.03M Sell
124,535
-2,815
-2% -$68.6K 0.55% 53
2016
Q2
$2.84M Sell
127,350
-1,602
-1% -$37.5K 0.54% 53
2016
Q1
$2.97M Buy
128,952
+857
+0.7% +$17.4K 0.6% 51
2015
Q4
$3.04M Buy
128,095
+234
+0.2% +$5.22K 0.64% 52
2015
Q3
$2.97M Buy
127,861
+2,360
+2% +$55.2K 0.66% 47
2015
Q2
$3.36M Buy
125,501
+32,690
+35% +$1.01M 0.7% 46
2015
Q1
$2.88M Buy
92,811
+895
+1% +$32.1K 0.6% 52
2014
Q4
$3.49M Sell
91,916
-2,858
-3% -$111K 0.74% 43
2014
Q3
$3.66M Sell
94,774
-3,115
-3% -$122K 0.79% 41
2014
Q2
$3.5M Sell
97,889
-1,103
-1% -$36.2K 0.75% 44
2014
Q1
$3.06M Sell
98,992
-93
-0.1% -$2.58K 0.67% 46
2013
Q4
$2.53M Buy
99,085
+19,025
+24% +$422K 0.61% 50
2013
Q3
$1.56M Sell
80,060
-170
-0.2% -$3.29K 0.41% 65
2013
Q2
$1.51M Buy
+80,230
New +$1.61M 0.42% 66

Other funds holding AA