Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.4M Sell
40,126
-1,779
-4% -$197K 0.42% 60
2025
Q4
$4.62M Sell
41,905
-1,147
-3% -$126K 0.39% 68
2025
Q3
$4.81M Sell
43,052
-193
-0.4% -$20.3K 0.41% 70
2025
Q2
$4.56M Sell
43,245
-65
-0.2% -$6.83K 0.42% 70
2025
Q1
$4.82M Sell
43,310
-146
-0.3% -$15.5K 0.49% 61
2024
Q4
$4.5M Sell
43,456
-2,025
-4% -$221K 0.42% 69
2024
Q3
$5.08M Sell
45,481
-596
-1% -$60.6K 0.47% 62
2024
Q2
$4.12M Buy
46,077
+41,125
+830% +$3.54M 0.39% 79
2024
Q1
$425K Sell
4,952
-15
-0.3% -$1.23K 0.04% 231
2023
Q4
$410K Sell
4,967
-32
-0.6% -$2.58K 0.05% 229
2023
Q3
$384K Sell
4,999
-3
-0.1% -$223 0.05% 222
2023
Q2
$349K Hold
5,002
0.04% 232
2023
Q1
$323K Sell
5,002
-269
-5% -$18.4K 0.04% 236
2022
Q4
$379K Sell
5,271
-3,352
-39% -$224K 0.05% 227
2022
Q3
$485K Hold
8,623
0.07% 211
2022
Q2
$477K Buy
8,623
+182
+2% +$10.7K 0.06% 219
2022
Q1
$544K Buy
8,441
+190
+2% +$11.9K 0.06% 224
2021
Q4
$482K Hold
8,251
0.05% 232
2021
Q3
$430K Hold
8,251
0.05% 239
2021
Q2
$443K Hold
8,251
0.05% 241
2021
Q1
$422K Hold
8,251
0.05% 242
2020
Q4
$367K Hold
8,251
0.05% 248
2020
Q3
$300K Sell
8,251
-266
-3% -$9.69K 0.05% 248
2020
Q2
$307K Hold
8,517
0.05% 248
2020
Q1
$292K Buy
8,517
+953
+13% +$43.6K 0.06% 229
2019
Q4
$400K Hold
7,564
0.07% 226
2019
Q3
$396K Hold
7,564
0.08% 221
2019
Q2
$415K Hold
7,564
0.08% 216
2019
Q1
$378K Sell
7,564
-11,152
-60% -$537K 0.08% 219
2018
Q4
$853K Buy
+18,716
New +$832K 0.25% 93

Other funds holding AFL