Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$241K Sell
5,844
-1,402
-19% -$55.7K ﹤0.01% 2927
2025
Q4
$264K Buy
7,246
+4,261
+143% +$148K ﹤0.01% 2883
2025
Q3
$103K Hold
2,985
﹤0.01% 3314
2025
Q2
$97.5K Sell
2,985
-2,287
-43% -$69.4K ﹤0.01% 3270
2025
Q1
$157K Buy
+5,272
New +$157K ﹤0.01% 3058
2024
Q2
Sell
-3,991
Closed -$117K 3553
2024
Q1
$117K Hold
3,991
﹤0.01% 3098
2023
Q4
$116K Buy
+3,991
New +$107K ﹤0.01% 3156
2023
Q2
Sell
-4,379
Closed -$106K 3805
2023
Q1
$106K Buy
4,379
+1,788
+69% +$45.8K ﹤0.01% 3303
2022
Q4
$61.8K Buy
2,591
+42
+2% +$1.21K ﹤0.01% 3513
2022
Q3
$72K Sell
2,549
-415
-14% -$14K ﹤0.01% 3466
2022
Q2
$106K Buy
+2,964
New +$118K ﹤0.01% 3495
2021
Q4
Sell
-608
Closed -$21K 4240
2021
Q3
$21K Buy
+608
New +$21.9K ﹤0.01% 4228
2021
Q2
Sell
-3,460
Closed -$103K 4582
2021
Q1
$103K Sell
3,460
-355
-9% -$10.8K ﹤0.01% 3966
2020
Q4
$118K Buy
3,815
+1,062
+39% +$32.7K ﹤0.01% 3756
2020
Q3
$79K Buy
2,753
+272
+11% +$8.45K ﹤0.01% 3656
2020
Q2
$77K Buy
2,481
+724
+41% +$21.5K ﹤0.01% 3582
2020
Q1
$54K Sell
1,757
-350
-17% -$11.8K ﹤0.01% 3511
2019
Q4
$75K Buy
2,107
+235
+13% +$7.91K ﹤0.01% 3726
2019
Q3
$62K Sell
1,872
-2,454
-57% -$77.8K ﹤0.01% 3809
2019
Q2
$129K Sell
4,326
-2,952
-41% -$81.7K ﹤0.01% 4073
2019
Q1
$196K Buy
7,278
+2,641
+57% +$78.1K ﹤0.01% 4014
2018
Q4
$134K Sell
4,637
-23,143
-83% -$759K ﹤0.01% 4081
2018
Q3
$939K Buy
27,780
+13,661
+97% +$442K ﹤0.01% 3375
2018
Q2
$447K Buy
14,119
+3,940
+39% +$123K ﹤0.01% 3900
2018
Q1
$276K Sell
10,179
-4,398
-30% -$119K ﹤0.01% 4028
2017
Q4
$428K Buy
14,577
+4,292
+42% +$139K ﹤0.01% 3685
2017
Q3
$349K Buy
10,285
+5,526
+116% +$175K ﹤0.01% 3595
2017
Q2
$147K Buy
4,759
+668
+16% +$20.1K ﹤0.01% 4072
2017
Q1
$106K Sell
4,091
-1,093
-21% -$28.8K ﹤0.01% 3886
2016
Q4
$139K Buy
5,184
+3,411
+192% +$93.2K ﹤0.01% 3895
2016
Q3
$47K Buy
1,773
+560
+46% +$16K ﹤0.01% 4234
2016
Q2
$35K Sell
1,213
-6,121
-83% -$177K ﹤0.01% 4556
2016
Q1
$202K Sell
7,334
-2,668
-27% -$74.6K ﹤0.01% 3656
2015
Q4
$384K Buy
10,002
+357
+4% +$14.9K ﹤0.01% 3392
2015
Q3
$389K Buy
9,645
+5,654
+142% +$246K ﹤0.01% 3498
2015
Q2
$180K Buy
3,991
+3,499
+711% +$171K ﹤0.01% 3941
2015
Q1
$24K Sell
492
-355
-42% -$17.4K ﹤0.01% 4606
2014
Q4
$41K Sell
847
-6
-0.7% -$237 ﹤0.01% 5221
2014
Q3
$31K Sell
853
-912
-52% -$34.9K ﹤0.01% 5052
2014
Q2
$65K Sell
1,765
-888
-33% -$32.9K ﹤0.01% 4803
2014
Q1
$99K Buy
2,653
+985
+59% +$37.6K ﹤0.01% 4241
2013
Q4
$64K Sell
1,668
-3,800
-69% -$148K ﹤0.01% 4240
2013
Q3
$224K Sell
5,468
-1,426
-21% -$61.4K ﹤0.01% 4054
2013
Q2
$275K Buy
+6,894
New +$302K ﹤0.01% 3594

Other funds holding ALCO