Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.32M Buy
+19,228
New +$4.79M 0.03% 704
2025
Q4
Sell
-16,033
Closed -$4.39M 1718
2025
Q3
$4.39M Buy
16,033
+3,290
+26% +$899K 0.04% 527
2025
Q2
$3.29M Buy
12,743
+2,043
+19% +$487K 0.04% 600
2025
Q1
$2.4M Sell
10,700
-1,410
-12% -$329K 0.03% 658
2024
Q4
$2.77M Buy
12,110
+3,902
+48% +$940K 0.04% 584
2024
Q3
$2M Buy
8,208
+6,072
+284% +$1.36M 0.03% 674
2024
Q2
$409K Sell
2,136
-628
-23% -$127K 0.01% 1112
2024
Q1
$547K Buy
2,764
+1,300
+89% +$238K 0.01% 1060
2023
Q4
$252K Buy
+1,464
New +$225K 0.01% 1155
2023
Q3
Sell
-984
Closed -$215K 1257
2023
Q2
$215K Buy
+984
New +$219K 0.01% 1060
2020
Q3
Sell
-8,009
Closed -$1.54M 146
2020
Q2
$1.54M Buy
+8,009
New +$1.31M 0.6% 56

Other funds holding RMD