Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,047
Closed -$361K 25
2024
Q2
$361K Sell
4,047
-300
-7% -$25.8K 0.06% 31
2024
Q1
$373K Sell
4,347
-1,300
-23% -$107K 0.06% 36
2023
Q4
$466K Sell
5,647
-100
-2% -$8.06K 0.08% 32
2023
Q3
$441K Sell
5,747
-1,800
-24% -$134K 0.09% 25
2023
Q2
$527K Sell
7,547
-1,100
-13% -$73.6K 0.09% 37
2023
Q1
$558K Hold
8,647
0.12% 32
2022
Q4
$622K Hold
8,647
0.14% 26
2022
Q3
$486K Hold
8,647
0.14% 24
2022
Q2
$478K Hold
8,647
0.11% 29
2022
Q1
$557K Hold
8,647
0.08% 35
2021
Q4
$505K Hold
8,647
0.08% 38
2021
Q3
$451K Hold
8,647
0.08% 39
2021
Q2
$464K Buy
+8,647
New +$471K 0.07% 44

Other funds holding AFL