Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.24K Buy
588
+26
+5% +$239 ﹤0.01% 3767
2025
Q4
$8.54K Buy
+562
New +$9.25K ﹤0.01% 3143
2025
Q2
Sell
-5
Closed -$119 3813
2025
Q1
$133 Hold
5
﹤0.01% 3787
2024
Q4
$201 Buy
+5
New +$203 ﹤0.01% 3744
2023
Q3
Sell
-13
Closed -$589 3513
2023
Q2
$589 Buy
+13
New +$603 ﹤0.01% 3177
2023
Q1
Sell
-130
Closed -$4K 4242
2022
Q4
$4K Sell
130
-151
-54% -$5.4K ﹤0.01% 3929
2022
Q3
$25K Buy
281
+109
+63% +$6.73K ﹤0.01% 2900
2022
Q2
$21K Hold
172
﹤0.01% 2804
2022
Q1
$21K Buy
+172
New +$17.3K ﹤0.01% 2804
2021
Q1
Sell
-51
Closed -$4.24K 4065
2020
Q4
$5K Sell
51
-146
-74% -$10.4K ﹤0.01% 2339
2020
Q3
$12K Sell
197
-6
-3% -$357 ﹤0.01% 1846
2020
Q2
$10K Buy
203
+142
+233% +$6.61K ﹤0.01% 1831
2020
Q1
$3K Hold
61
﹤0.01% 2266
2019
Q4
$4K Sell
61
-5
-8% -$260 ﹤0.01% 2284
2019
Q3
$3K Buy
+66
New +$3.71K ﹤0.01% 2572
2019
Q1
$37K Hold
717
0.01% 1101
2018
Q4
$22K Hold
717
﹤0.01% 2082
2018
Q3
$26K Hold
717
﹤0.01% 2320
2018
Q2
$20K Hold
717
﹤0.01% 2474
2018
Q1
$13K Hold
717
﹤0.01% 2636
2017
Q4
$13K Hold
717
﹤0.01% 2673
2017
Q3
$13K Hold
717
﹤0.01% 2891
2017
Q2
$12K Sell
717
-500
-41% -$8.62K ﹤0.01% 2910
2017
Q1
$18K Buy
1,217
+717
+143% +$10K ﹤0.01% 2571
2016
Q4
$6K Hold
500
﹤0.01% 3208
2016
Q3
$9K Buy
+500
New +$7.82K ﹤0.01% 2908
2016
Q2
Sell
-717
Closed -$37K 4037
2016
Q1
$37K Buy
+717
New +$9.45K 0.01% 1101

Other funds holding RPD