Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$161K Sell
2,426
-22
-0.9% -$1.35K ﹤0.01% 1518
2025
Q4
$130K Buy
2,448
+1,412
+136% +$57.8K ﹤0.01% 1622
2025
Q3
$34.1K Buy
1,036
+139
+15% +$4.32K ﹤0.01% 2280
2025
Q2
$26.5K Buy
897
+822
+1,096% +$22.2K ﹤0.01% 2392
2025
Q1
$2.29K Hold
75
﹤0.01% 3101
2024
Q4
$2.83K Sell
75
-20
-21% -$831 ﹤0.01% 2978
2024
Q3
$3.67K Hold
95
﹤0.01% 2770
2024
Q2
$3.78K Hold
95
﹤0.01% 2652
2024
Q1
$3.21K Buy
95
+38
+67% +$1.11K ﹤0.01% 2578
2023
Q4
$1.94K Sell
57
-413
-88% -$11.2K ﹤0.01% 2691
2023
Q3
$13.7K Sell
470
-558
-54% -$17.5K ﹤0.01% 2124
2023
Q2
$34.9K Sell
1,028
-151
-13% -$5.49K ﹤0.01% 1770
2023
Q1
$56.2K Sell
1,179
-6
-0.5% -$289 ﹤0.01% 1517
2022
Q4
$58K Sell
1,185
-806
-40% -$35.1K ﹤0.01% 2132
2022
Q3
$100K Buy
1,991
+221
+12% +$10.3K ﹤0.01% 1853
2022
Q2
$89K Hold
1,770
﹤0.01% 1760
2022
Q1
$89K Buy
1,770
+1,277
+259% +$92.7K ﹤0.01% 1760
2021
Q4
$30K Sell
493
-120,966
-100% -$6.06M ﹤0.01% 1761
2021
Q3
$5.95M Buy
121,459
+120,491
+12,447% +$5.09M 0.12% 95
2021
Q2
$35K Sell
968
-500
-34% -$18.2K ﹤0.01% 1674
2021
Q1
$47K Buy
1,468
+946
+181% +$23.9K ﹤0.01% 1493
2020
Q4
$12K Hold
522
﹤0.01% 1976
2020
Q3
$6K Sell
522
-2,000
-79% -$26.8K ﹤0.01% 2077
2020
Q2
$27K Buy
2,522
+2,278
+934% +$20.4K ﹤0.01% 1457
2020
Q1
$2K Sell
244
-103
-30% -$1.41K ﹤0.01% 2325
2019
Q4
$6K Sell
347
-303
-47% -$6.27K ﹤0.01% 2100
2019
Q3
$12K Buy
+650
New +$13.5K ﹤0.01% 1972
2019
Q1
$7K Sell
256
-1,659
-87% -$47.4K ﹤0.01% 1741
2018
Q4
$51K Sell
1,915
-995
-34% -$33.5K ﹤0.01% 1600
2018
Q3
$118K Sell
2,910
-6,744
-70% -$293K ﹤0.01% 1370
2018
Q2
$453K Buy
9,654
+507
+6% +$25.5K 0.02% 695
2018
Q1
$493K Hold
9,147
0.02% 632
2017
Q4
$493K Sell
9,147
-1,862
-17% -$85.1K 0.02% 632
2017
Q3
$513K Sell
11,009
-722
-6% -$28.9K 0.02% 683
2017
Q2
$383K Buy
11,731
+358
+3% +$11.6K 0.02% 793
2017
Q1
$391K Buy
11,373
+2,383
+27% +$83.4K 0.02% 788
2016
Q4
$252K Buy
+8,990
New +$244K 0.01% 939
2016
Q3
Sell
-19,396
Closed -$432K 3878
2016
Q2
$432K Buy
19,396
+19,289
+18,027% +$451K 0.02% 600
2016
Q1
$7K Sell
107
-16,514
-99% -$336K ﹤0.01% 1741
2015
Q4
$394K Buy
+16,621
New +$371K 0.03% 556

Other funds holding AA