Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$61.5M Sell
743,485
-8,155
-1% -$741K 0.01% 993
2025
Q4
$57.3M Sell
751,640
-11,071
-1% -$1.02M 0.01% 1025
2025
Q3
$71.3M Buy
762,711
+113,249
+17% +$9.28M 0.01% 907
2025
Q2
$47.9M Buy
649,462
+4,740
+0.7% +$416K 0.01% 1129
2025
Q1
$50.4M Buy
644,722
+19,316
+3% +$1.99M 0.01% 1077
2024
Q4
$73.6M Buy
625,406
+133,961
+27% +$16.4M 0.01% 884
2024
Q3
$53M Sell
491,445
-320,347
-39% -$29.3M 0.01% 989
2024
Q2
$70.8M Buy
811,792
+23,859
+3% +$1.95M 0.01% 791
2024
Q1
$69.4M Sell
787,933
-15,858
-2% -$1.24M 0.01% 795
2023
Q4
$59.4M Sell
803,791
-390
-0% -$24.1K 0.01% 892
2023
Q3
$45.7M Buy
804,181
+8,309
+1% +$528K 0.01% 1008
2023
Q2
$50.3M Buy
795,872
+27,222
+4% +$1.72M 0.01% 968
2023
Q1
$49.5M Sell
768,650
-15,814
-2% -$870K 0.01% 955
2022
Q4
$39.4M Buy
784,464
+12,741
+2% +$594K 0.01% 1081
2022
Q3
$27.7M Sell
771,723
-9
-0% -$347 0.01% 1247
2022
Q2
$28.2M Buy
771,732
+3,798
+0.5% +$133K 0.01% 1298
2022
Q1
$28.5M Sell
767,934
-27,104
-3% -$1.1M 0.01% 1419
2021
Q4
$42.1M Sell
795,038
-11,062
-1% -$553K 0.01% 1234
2021
Q3
$35.1M Sell
806,100
-26,582
-3% -$1.15M 0.01% 1363
2021
Q2
$34.7M Sell
832,682
-5,650
-0.7% -$249K 0.01% 1453
2021
Q1
$39.1M Sell
838,332
-33,671
-4% -$1.65M 0.01% 1319
2020
Q4
$38.7M Sell
872,003
-26,461
-3% -$1.12M 0.01% 1283
2020
Q3
$36.1M Sell
898,464
-50,408
-5% -$1.93M 0.01% 1141
2020
Q2
$34.3M Sell
948,872
-58,960
-6% -$1.98M 0.01% 1182
2020
Q1
$32.5M Sell
1,007,832
-926
-0.1% -$32.3K 0.01% 1066
2019
Q4
$33.2M Sell
1,008,758
-24,748
-2% -$802K 0.01% 1325
2019
Q3
$31.7M Buy
1,033,506
+15,826
+2% +$511K 0.01% 1316
2019
Q2
$34M Sell
1,017,680
-20,436
-2% -$649K 0.01% 1299
2019
Q1
$32M Buy
1,038,116
+35,403
+4% +$930K 0.01% 1316
2018
Q4
$23.4M Sell
1,002,713
-17,394
-2% -$418K 0.01% 1446
2018
Q3
$25.7M Buy
1,020,107
+23,087
+2% +$592K 0.01% 1582
2018
Q2
$22.1M Buy
997,020
+17,965
+2% +$395K 0.01% 1712
2018
Q1
$25.5M Sell
979,055
-2,244
-0.2% -$54.5K 0.01% 1500
2017
Q4
$24M Sell
981,299
-12,424
-1% -$291K 0.01% 1574
2017
Q3
$22.8M Buy
993,723
+12,628
+1% +$287K 0.01% 1613
2017
Q2
$24.1M Buy
981,095
+38,816
+4% +$939K 0.01% 1532
2017
Q1
$22.2M Buy
942,279
+529
+0.1% +$12.1K 0.01% 1570
2016
Q4
$20.8M Buy
941,750
+9,501
+1% +$198K 0.01% 1590
2016
Q3
$17.9M Buy
932,249
+34,503
+4% +$635K 0.01% 1673
2016
Q2
$16.5M Buy
897,746
+9,660
+1% +$175K 0.01% 1675
2016
Q1
$16.6M Buy
888,086
+5,180
+0.6% +$79.3K 0.01% 1641
2015
Q4
$13.7M Buy
882,906
+7,440
+0.8% +$113K ﹤0.01% 1771
2015
Q3
$11.3M Sell
875,466
-3,195
-0.4% -$45.8K ﹤0.01% 1908
2015
Q2
$13.2M Sell
878,661
-25,955
-3% -$411K ﹤0.01% 1881
2015
Q1
$14.8M Sell
904,616
-831
-0.1% -$12.5K ﹤0.01% 1804
2014
Q4
$13.5M Sell
905,447
-29,301
-3% -$391K ﹤0.01% 1839
2014
Q3
$10.6M Sell
934,748
-62,223
-6% -$810K ﹤0.01% 1999
2014
Q2
$14.9M Sell
996,971
-64,480
-6% -$863K ﹤0.01% 1762
2014
Q1
$13.1M Sell
1,061,451
-78,057
-7% -$1.03M ﹤0.01% 1910
2013
Q4
$16.2M Sell
1,139,508
-5,522
-0.5% -$70.1K 0.01% 1700
2013
Q3
$13.5M Sell
1,145,030
-259,470
-18% -$2.81M ﹤0.01% 1786
2013
Q2
$13.8M Buy
+1,404,500
New +$12.6M 0.01% 1676

Other funds holding AAON