Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.04M Buy
6,317
+907
+17% +$301K 0.02% 922
2025
Q4
$1.91M Sell
5,410
-1,457
-21% -$509K 0.01% 1117
2025
Q3
$2.45M Buy
6,867
+4,199
+157% +$1.52M 0.01% 1062
2025
Q2
$952K Sell
2,668
-4,160
-61% -$1.51M 0.01% 1018
2025
Q1
$2.72M Sell
6,828
-299
-4% -$115K 0.01% 936
2024
Q4
$2.56M Buy
+7,127
New +$2.62M 0.01% 1018
2024
Q3
Sell
-3,146
Closed -$924K 1529
2024
Q2
$924K Buy
3,146
+1,548
+97% +$458K 0.01% 1172
2024
Q1
$533K Sell
1,598
-2,448
-61% -$759K ﹤0.01% 1243
2023
Q4
$1.18M Buy
+4,046
New +$1.3M 0.01% 1132
2021
Q3
Hold
0
1991
2021
Q2
Sell
-932
Closed -$228K 2006
2021
Q1
$213K Sell
932
-19,861
-96% -$4.37M ﹤0.01% 1627
2020
Q4
$4.39M Buy
20,793
+16,604
+396% +$3.39M 0.02% 611
2020
Q3
$863K Sell
4,189
-3,072
-42% -$613K 0.01% 866
2020
Q2
$1.4M Buy
+7,261
New +$1.35M 0.02% 632
2018
Q3
Sell
-2,237
Closed -$307K 1273
2018
Q2
$307K Sell
2,237
-23,533
-91% -$3.32M ﹤0.01% 1110
2018
Q1
$3.63K Buy
25,770
+3,338
+15% +$468K 0.02% 656
2017
Q4
$3.01M Buy
22,432
+6,152
+38% +$876K 0.02% 760
2017
Q3
$2.38M Sell
16,280
-6,904
-30% -$963K 0.02% 793
2017
Q2
$3.08M Buy
23,184
+19,890
+604% +$2.51M 0.03% 702
2017
Q1
$391K Sell
3,294
-37,976
-92% -$4.38M ﹤0.01% 992
2016
Q4
$4.6M Buy
+41,270
New +$4.6M 0.04% 590
2016
Q2
Sell
-8,292
Closed -$862K 1236
2016
Q1
$862K Buy
+8,292
New +$777K 0.02% 723
2015
Q3
Sell
-23,416
Closed -$2.32M 1639
2015
Q2
$2.32M Buy
23,416
+10,917
+87% +$1.09M 0.02% 752
2015
Q1
$1.2M Sell
12,499
-38,371
-75% -$3.71M 0.01% 770
2014
Q4
$4.81M Sell
50,870
-593,513
-92% -$53.1M 0.05% 626
2014
Q3
$56.6M Buy
644,383
+196,912
+44% +$17.2M 0.47% 115
2014
Q2
$40.3M Buy
447,471
+116,725
+35% +$10.1M 0.35% 188
2014
Q1
$27.8M Buy
330,746
+59,518
+22% +$4.95M 0.22% 221
2013
Q4
$22.7M Buy
271,228
+141,904
+110% +$11.2M 0.16% 117
2013
Q3
$9.62M Buy
129,324
+82,009
+173% +$5.63M 0.08% 270
2013
Q2
$3.05M Buy
+47,315
New +$3M 0.04% 480

Other funds holding AON