Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-68,941
Closed -$975K 27
2025
Q2
$975K Sell
68,941
-95,910
-58% -$1.24M ﹤0.01% 1550
2025
Q1
$2.18M Sell
164,851
-70,332
-30% -$979K ﹤0.01% 1511
2024
Q4
$3.29M Sell
235,183
-206,033
-47% -$2.61M ﹤0.01% 1605
2024
Q3
$5.25M Sell
441,216
-126,434
-22% -$1.47M ﹤0.01% 1518
2024
Q2
$6.35M Sell
567,650
-91,168
-14% -$995K ﹤0.01% 1502
2024
Q1
$7.19M Sell
658,818
-83,593
-11% -$976K ﹤0.01% 1542
2023
Q4
$9.2M Sell
742,411
-43,455
-6% -$420K ﹤0.01% 1513
2023
Q3
$8.39M Sell
785,866
-62,918
-7% -$668K ﹤0.01% 1537
2023
Q2
$9.35M Sell
848,784
-69,887
-8% -$638K ﹤0.01% 1561
2023
Q1
$8.14M Sell
918,671
-152,525
-14% -$1.52M ﹤0.01% 1645
2022
Q4
$10.2M Sell
1,071,196
-2,977,925
-74% -$30.3M ﹤0.01% 1568
2022
Q3
$15.1M Hold
4,049,121
﹤0.01% 1350
2022
Q2
$15.5M Sell
4,049,121
-1,138,596
-22% -$4.77M ﹤0.01% 1367
2022
Q1
$23.8M Buy
5,187,717
+650,538
+14% +$2.96M 0.01% 1309
2021
Q4
$22.7M Sell
4,537,179
-150,497
-3% -$749K ﹤0.01% 1413
2021
Q3
$23.4M Sell
4,687,676
-157,226
-3% -$847K 0.01% 1390
2021
Q2
$28.5M Sell
4,844,902
-80,793
-2% -$459K 0.01% 1315
2021
Q1
$28.4M Sell
4,925,695
-1,015,252
-17% -$5.86M 0.01% 1323
2020
Q4
$32.8M Sell
5,940,947
-1,000,233
-14% -$4.34M 0.01% 1254
2020
Q3
$21.1M Sell
6,941,180
-220,276
-3% -$814K 0.01% 1393
2020
Q2
$28M Buy
7,161,456
+2,811,564
+65% +$10.6M 0.01% 1226
2020
Q1
$16M Hold
4,349,892
0.01% 1398
2019
Q4
$21.3M Hold
4,349,892
0.01% 1494
2019
Q3
$23.8M Hold
4,349,892
0.01% 1382
2019
Q2
$23.7M Hold
4,349,892
0.01% 1397
2019
Q1
$26.9M Hold
4,349,892
0.01% 1293
2018
Q4
$21.2M Buy
4,349,892
+485,005
+13% +$1.89M 0.01% 1359
2018
Q3
$15.2M Hold
3,864,887
﹤0.01% 1658
2018
Q2
$16.5M Sell
3,864,887
-415,664
-10% -$2.24M 0.01% 1620
2018
Q1
$24M Sell
4,280,551
-604,974
-12% -$3.61M 0.01% 1316
2017
Q4
$31.5M Buy
4,885,525
+409,941
+9% +$2.41M 0.01% 1140
2017
Q3
$30M Buy
4,475,584
+625,903
+16% +$4.61M 0.01% 1154
2017
Q2
$30.3M Sell
3,849,681
-285,503
-7% -$2.41M 0.01% 1106
2017
Q1
$37.1M Buy
4,135,184
+1,457,330
+54% +$15.7M 0.02% 907
2016
Q4
$31.3M Buy
2,677,854
+31,374
+1% +$333K 0.01% 982
2016
Q3
$25.7M Buy
2,646,480
+101,935
+4% +$895K 0.01% 1050
2016
Q2
$20.6M Hold
2,544,545
0.01% 1179
2016
Q1
$20.9M Sell
2,544,545
-217,947
-8% -$1.66M 0.01% 1136
2015
Q4
$21.9M Buy
2,762,492
+685,367
+33% +$5.99M 0.01% 1109
2015
Q3
$17.8M Buy
2,077,125
+427,140
+26% +$3.92M 0.01% 1200
2015
Q2
$16.6M Buy
1,649,985
+495,384
+43% +$5.08M 0.01% 1299
2015
Q1
$12.3M Sell
1,154,601
-93,306
-7% -$954K 0.01% 1529
2014
Q4
$11.8M Hold
1,247,907
0.01% 1557
2014
Q3
$8.78M Sell
1,247,907
-2,532,070
-67% -$17.7M ﹤0.01% 1668
2014
Q2
$22.1M Buy
3,779,977
+1,889,988
+100% +$11.1M 0.01% 1578
2014
Q1
$11.8M Hold
1,889,989
0.01% 1493
2013
Q4
$9.86M Hold
1,889,989
0.01% 1581
2013
Q3
$9.67M Hold
1,889,989
0.01% 1587
2013
Q2
$10.4M Buy
+1,889,989
New +$10.1M 0.01% 1448

Other funds holding ADEA