Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$836K Buy
4,084
+45
+1% +$9.1K 0.07% 192
2025
Q4
$773K Sell
4,039
-43
-1% -$7.73K 0.06% 195
2025
Q3
$770K Buy
4,082
+5
+0.1% +$902 0.06% 199
2025
Q2
$648K Buy
4,077
+33
+0.8% +$4.85K 0.06% 213
2025
Q1
$582K Sell
4,044
-17
-0.4% -$2.65K 0.06% 214
2024
Q4
$637K Buy
4,061
+4
+0.1% +$625 0.06% 209
2024
Q3
$592K Sell
4,057
-53
-1% -$7.18K 0.06% 229
2024
Q2
$509K Buy
4,110
+65
+2% +$7.85K 0.05% 244
2024
Q1
$486K Sell
4,045
-221
-5% -$25.2K 0.05% 262
2023
Q4
$491K Buy
4,266
+70
+2% +$7.36K 0.06% 253
2023
Q3
$449K Buy
4,196
+26
+0.6% +$2.53K 0.06% 249
2023
Q2
$354K Sell
4,170
-57
-1% -$4.69K 0.04% 290
2023
Q1
$377K Sell
4,227
-37
-0.9% -$3.4K 0.05% 277
2022
Q4
$356K Sell
4,264
-234
-5% -$19.6K 0.05% 279
2022
Q3
$339K Sell
4,498
-265
-6% -$20.2K 0.05% 266
2022
Q2
$339K Sell
4,763
-964
-17% -$70.7K 0.05% 280
2022
Q1
$454K Sell
5,727
-162
-3% -$12.6K 0.06% 258
2021
Q4
$485K Sell
5,889
-1,768
-23% -$148K 0.06% 245
2021
Q3
$633K Sell
7,657
-49
-0.6% -$3.77K 0.08% 198
2021
Q2
$572K Sell
7,706
-1,588
-17% -$126K 0.08% 211
2021
Q1
$703K Sell
9,294
-409
-4% -$28.3K 0.1% 181
2020
Q4
$599K Sell
9,703
-384
-4% -$21.4K 0.09% 184
2020
Q3
$427K Sell
10,087
-1,762
-15% -$71.2K 0.08% 207
2020
Q2
$445K Sell
11,849
-4,881
-29% -$162K 0.09% 201
2020
Q1
$443K Buy
16,730
+10,007
+149% +$421K 0.12% 177
2019
Q4
$365K Buy
6,723
+14
+0.2% +$728 0.08% 237
2019
Q3
$348K Sell
6,709
-1,712
-20% -$89.4K 0.09% 242
2019
Q2
$491K Buy
8,421
+2,547
+43% +$152K 0.12% 195
2019
Q1
$364K Sell
5,874
-169
-3% -$9.89K 0.09% 258
2018
Q4
$291K Sell
6,043
-2,697
-31% -$155K 0.08% 275
2018
Q3
$639K Buy
8,740
+1,388
+19% +$106K 0.16% 165
2018
Q2
$529K Buy
7,352
+1,015
+16% +$71.1K 0.15% 183
2018
Q1
$461K Buy
6,337
+657
+12% +$52.9K 0.13% 201
2017
Q4
$478K Sell
5,680
-353
-6% -$28.8K 0.14% 203
2017
Q3
$510K Buy
6,033
+364
+6% +$27.6K 0.17% 175
2017
Q2
$408K Sell
5,669
-766
-12% -$53K 0.14% 214
2017
Q1
$486K Buy
6,435
+95
+1% +$7.19K 0.17% 177
2016
Q4
$472K Buy
6,340
+218
+4% +$16.1K 0.18% 174
2016
Q3
$404K Buy
6,122
+118
+2% +$7.72K 0.16% 210
2016
Q2
$367K Buy
6,004
+1,764
+42% +$117K 0.15% 216
2016
Q1
$274K Buy
+4,240
New +$241K 0.1% 231
2015
Q4
Sell
-2,950
Closed -$218K 272
2015
Q3
$218K Buy
2,950
+585
+25% +$49.9K 0.08% 243
2015
Q2
$207K Buy
+2,365
New +$223K 0.07% 259

Other funds holding R