Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$25.2M Buy
+112,178
New +$28M 0.1% 147
2025
Q4
Sell
-70,978
Closed -$19.4M 1280
2025
Q3
$19.4M Buy
+70,978
New +$19.4M 0.1% 193
2024
Q2
Sell
-14,055
Closed -$2.78M 1125
2024
Q1
$2.78M Sell
14,055
-2,937
-17% -$538K 0.02% 394
2023
Q4
$2.92M Sell
16,992
-201,882
-92% -$31M 0.02% 358
2023
Q3
$32.4M Buy
218,874
+217,951
+23,613% +$39.4M 0.26% 88
2023
Q2
$202K Buy
+923
New +$206K ﹤0.01% 738
2023
Q1
Sell
-220,203
Closed -$45.8M 1157
2022
Q4
$45.8M Buy
220,203
+211,185
+2,342% +$46.4M 0.27% 96
2022
Q3
$1.97M Buy
9,018
+2,662
+42% +$606K 0.01% 611
2022
Q2
$1.33M Buy
+6,356
New +$1.35M ﹤0.01% 759
2022
Q1
Sell
-70,053
Closed -$18.2M 1307
2021
Q4
$18.2M Buy
70,053
+30,326
+76% +$7.87M 0.06% 258
2021
Q3
$10.5M Buy
+39,727
New +$10.9M 0.04% 356
2021
Q2
Sell
-2,725
Closed -$529K 956
2021
Q1
$529K Sell
2,725
-25,543
-90% -$5.12M ﹤0.01% 932
2020
Q4
$6.01M Buy
28,268
+18,543
+191% +$3.7M 0.02% 482
2020
Q3
$1.67M Buy
9,725
+5,583
+135% +$1.03M 0.01% 450
2020
Q2
$795K Buy
+4,142
New +$678K 0.01% 555
2019
Q2
Sell
-20,451
Closed -$2.1M 871
2019
Q1
$2.1M Buy
20,451
+4,571
+29% +$472K 0.01% 493
2018
Q4
$1.81M Sell
15,880
-679
-4% -$72.7K 0.01% 441
2018
Q3
$1.91M Buy
16,559
+432
+3% +$47.3K 0.01% 485
2018
Q2
$1.67M Sell
16,127
-12,080
-43% -$1.22M 0.01% 548
2018
Q1
$2.77M Buy
28,207
+17,660
+167% +$1.67M 0.02% 461
2017
Q4
$893K Buy
+10,547
New +$871K 0.01% 518
2017
Q3
Sell
-10,208
Closed -$795K 1346
2017
Q2
$795K Sell
10,208
-109
-1% -$7.8K 0.01% 442
2017
Q1
$743K Buy
10,317
+4,023
+64% +$278K 0.01% 446
2016
Q4
$391K Buy
+6,294
New +$385K ﹤0.01% 569

Other funds holding RMD