Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33K | Sell |
20
-11
| -35% | -$675 | ﹤0.01% | 549 |
|
|
2025
Q4 | $1.65K | Hold |
31
| – | – | ﹤0.01% | 570 |
|
|
2025
Q3 | $1.02K | Hold |
31
| – | – | ﹤0.01% | 597 |
|
|
2025
Q2 | $929 | Buy |
31
+20
| +182% | +$540 | ﹤0.01% | 567 |
|
|
2025
Q1 | $336 | Buy |
+11
| New | +$385 | ﹤0.01% | 588 |
|
|
2019
Q3 | – | Sell |
-58
| Closed | -$1K | – | 508 |
|
|
2019
Q2 | $1K | Buy |
+58
| New | +$1.45K | ﹤0.01% | 807 |
|
|
2017
Q3 | – | Sell |
-211
| Closed | -$7K | – | 553 |
|
|
2017
Q2 | $7K | Hold |
211
| – | – | ﹤0.01% | 506 |
|
|
2017
Q1 | $7K | Hold |
211
| – | – | ﹤0.01% | 513 |
|
|
2016
Q4 | $6K | Sell |
211
-580
| -73% | -$15.7K | ﹤0.01% | 531 |
|
|
2016
Q3 | $19K | Sell |
791
-166
| -17% | -$4.05K | ﹤0.01% | 394 |
|
|
2016
Q2 | $22K | Buy |
957
+166
| +21% | +$3.88K | ﹤0.01% | 333 |
|
|
2016
Q1 | $18K | Hold |
791
| – | – | ﹤0.01% | 355 |
|
|
2015
Q4 | $19K | Hold |
791
| – | – | ﹤0.01% | 350 |
|
|
2015
Q3 | $18K | Hold |
791
| – | – | ﹤0.01% | 384 |
|
|
2015
Q2 | $21K | Hold |
791
| – | – | ﹤0.01% | 356 |
|
|
2015
Q1 | $25K | Hold |
791
| – | – | ﹤0.01% | 332 |
|
|
2014
Q4 | $30K | Hold |
791
| – | – | ﹤0.01% | 330 |
|
|
2014
Q3 | $31K | Hold |
791
| – | – | ﹤0.01% | 325 |
|
|
2014
Q2 | $28K | Hold |
791
| – | – | ﹤0.01% | 331 |
|
|
2014
Q1 | $24K | Hold |
791
| – | – | ﹤0.01% | 329 |
|
|
2013
Q4 | $20K | Hold |
791
| – | – | ﹤0.01% | 356 |
|
|
2013
Q3 | $15K | Hold |
791
| – | – | ﹤0.01% | 402 |
|
|
2013
Q2 | $15K | Buy |
+791
| New | +$15.8K | ﹤0.01% | 408 |
|
Other funds holding AA
VPM
VCM
