Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$145K Buy
+1,694
New +$139K 0.07% 351
2023
Q4
Hold
0
3556
2023
Q3
Hold
0
3734
2023
Q2
Sell
-12
Closed -$803 3507
2023
Q1
$0 Buy
+12
New +$821 ﹤0.01% 3700
2022
Q4
Sell
-2,600
Closed -$174K 4304
2022
Q3
$146K Buy
+2,600
New +$153K 0.02% 1142
2022
Q2
Hold
0
4890
2022
Q1
Hold
0
5235
2021
Q4
Sell
-2,682
Closed -$150K 5306
2021
Q3
$139K Buy
2,682
+951
+55% +$52K 0.01% 1639
2021
Q2
$92K Sell
1,731
-1,079
-38% -$58.8K 0.01% 1954
2021
Q1
$143K Buy
+2,810
New +$135K 0.01% 1497
2020
Q4
Hold
0
4739
2020
Q3
Sell
-522
Closed -$19K 4611
2020
Q2
$18K Sell
522
-6,080
-92% -$220K ﹤0.01% 2455
2020
Q1
$226K Buy
6,602
+2,079
+46% +$95K 0.02% 879
2019
Q4
$239K Buy
+4,523
New +$240K 0.02% 739
2019
Q3
Hold
0
4001
2019
Q2
Hold
0
4152
2019
Q1
Sell
-27,301
Closed -$1.32M 3956
2018
Q4
$1.24M Sell
27,301
-45,228
-62% -$2.01M 0.16% 147
2018
Q3
$3.41M Buy
72,529
+1,002
+1% +$45.9K 0.31% 69
2018
Q2
$3.08M Sell
71,527
-900
-1% -$40.4K 0.32% 71
2018
Q1
$3.17M Buy
72,427
+33,691
+87% +$1.49M 0.36% 61
2017
Q4
$1.7M Buy
38,736
+26,832
+225% +$1.15M 0.09% 208
2017
Q3
$484K Sell
11,904
-43,334
-78% -$1.74M 0.02% 675
2017
Q2
$2.15M Buy
55,238
+51,920
+1,565% +$1.95M 0.1% 207
2017
Q1
$120K Sell
3,318
-166
-5% -$5.88K 0.01% 1568
2016
Q4
$121K Sell
3,484
-700
-17% -$24.6K 0.01% 1741
2016
Q3
$150K Sell
4,184
-19,972
-83% -$727K 0.01% 1459
2016
Q2
$871K Buy
24,156
+24,114
+57,414% +$823K 0.06% 334
2016
Q1
$1K Sell
42
-912
-96% -$27.1K ﹤0.01% 5863
2015
Q4
$28K Buy
+954
New +$29.7K ﹤0.01% 3041

Other funds holding AFL