Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.2M Buy
58,848
+25,360
+76% +$6.32M 0.07% 236
2025
Q4
$8.07M Buy
33,488
+620
+2% +$159K 0.07% 256
2025
Q3
$9M Buy
32,868
+176
+0.5% +$48.1K 0.08% 237
2025
Q2
$8.44M Buy
32,692
+4,300
+15% +$1.03M 0.08% 246
2025
Q1
$6.36M Sell
28,392
-1,400
-5% -$327K 0.08% 250
2024
Q4
$6.81M Sell
29,792
-4,500
-13% -$1.08M 0.07% 268
2024
Q3
$8.37M Buy
+34,292
New +$7.66M 0.09% 228
2024
Q1
$6.53M Sell
32,992
-2,325
-7% -$426K 0.07% 289
2023
Q4
$6.08M Sell
35,317
-900
-2% -$138K 0.08% 275
2023
Q3
$5.36M Buy
36,217
+1,000
+3% +$181K 0.07% 287
2023
Q2
$7.7M Sell
35,217
-500
-1% -$111K 0.09% 225
2023
Q1
$7.82M Buy
35,717
+4,500
+14% +$976K 0.11% 214
2022
Q4
$6.5M Buy
31,217
+3,006
+11% +$660K 0.09% 246
2022
Q3
$5.91M Hold
28,211
0.07% 279
2022
Q2
$5.91M Sell
28,211
-5,100
-15% -$1.09M 0.07% 279
2022
Q1
$8.08M Sell
33,311
-4,000
-11% -$968K 0.08% 263
2021
Q4
$9.72M Sell
37,311
-900
-2% -$234K 0.09% 240
2021
Q3
$10.1M Sell
38,211
-1,310
-3% -$358K 0.09% 216
2021
Q2
$9.74M Sell
39,521
-1,900
-5% -$399K 0.09% 224
2021
Q1
$8.04M Sell
41,421
-1,800
-4% -$361K 0.07% 268
2020
Q4
$9.19M Sell
43,221
-4,000
-8% -$798K 0.09% 223
2020
Q3
$8.1M Buy
47,221
+2,000
+4% +$369K 0.09% 222
2020
Q2
$8.68M Buy
45,221
+3,700
+9% +$605K 0.11% 190
2020
Q1
$6.12M Buy
41,521
+100
+0.2% +$15.9K 0.1% 199
2019
Q4
$6.42M Buy
41,421
+5,100
+14% +$735K 0.08% 267
2019
Q3
$4.91M Sell
36,321
-474
-1% -$62.1K 0.06% 318
2019
Q2
$4.49M Sell
36,795
-5,900
-14% -$654K 0.06% 365
2019
Q1
$4.44M Buy
42,695
+9,563
+29% +$987K 0.06% 348
2018
Q4
$3.77M Sell
33,132
-8,100
-20% -$868K 0.07% 296
2018
Q3
$4.76M Sell
41,232
-122
-0.3% -$13.4K 0.07% 307
2018
Q2
$4.28M Buy
41,354
+1,874
+5% +$190K 0.06% 336
2018
Q1
$3.89M Buy
39,480
+44
+0.1% +$4.16K 0.06% 365
2017
Q4
$3.34M Buy
39,436
+5,798
+17% +$479K 0.05% 432
2017
Q3
$2.59M Sell
33,638
-9,260
-22% -$708K 0.05% 433
2017
Q2
$3.34M Buy
42,898
+6,316
+17% +$452K 0.07% 328
2017
Q1
$2.63M Sell
36,582
-2,474
-6% -$171K 0.06% 346
2016
Q4
$2.42M Sell
39,056
-3,274
-8% -$201K 0.06% 389
2016
Q3
$2.74M Buy
42,330
+556
+1% +$37K 0.06% 367
2016
Q2
$2.64M Sell
41,774
-1,026
-2% -$60.5K 0.06% 360
2016
Q1
$2.48M Buy
42,800
+3,827
+10% +$217K 0.06% 391
2015
Q4
$2.09M Sell
38,973
-758
-2% -$42.7K 0.06% 415
2015
Q3
$2.02M Hold
39,731
0.06% 412
2015
Q2
$2.24M Sell
39,731
-1,487
-4% -$93.9K 0.05% 435
2015
Q1
$2.96M Sell
41,218
-2,000
-5% -$130K 0.07% 351
2014
Q4
$2.42M Hold
43,218
0.05% 436
2014
Q3
$2.13M Sell
43,218
-6,850
-14% -$349K 0.05% 476
2014
Q2
$2.54M Hold
50,068
0.05% 450
2014
Q1
$2.24M Hold
50,068
0.04% 483
2013
Q4
$2.36M Sell
50,068
-3,368
-6% -$170K 0.05% 461
2013
Q3
$2.82M Sell
53,436
-1,919
-3% -$93.1K 0.06% 388
2013
Q2
$2.5M Buy
+55,355
New +$2.63M 0.05% 436

Other funds holding RMD