Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-9,468
Closed -$2.44M 706
2025
Q2
$2.44M Sell
9,468
-2,367
-20% -$565K 0.14% 262
2025
Q1
$2.65M Buy
11,835
+300
+3% +$70K 0.19% 185
2024
Q4
$2.64M Hold
11,535
0.23% 148
2024
Q3
$2.82M Buy
+11,535
New +$2.58M 0.25% 130
2020
Q4
Sell
-38,100
Closed -$6.53M 835
2020
Q3
$6.53M Sell
38,100
-9,709
-20% -$1.79M 0.43% 79
2020
Q2
$9.18M Sell
47,809
-16,209
-25% -$2.65M 0.62% 11
2020
Q1
$9.43M Buy
64,018
+8
+0% +$1.27K 0.75% 15
2019
Q4
$9.92M Sell
64,010
-10,295
-14% -$1.48M 0.61% 35
2019
Q3
$10M Sell
74,305
-5,095
-6% -$668K 0.6% 33
2019
Q2
$9.69M Hold
79,400
0.57% 52
2019
Q1
$8.26M Sell
79,400
-35
-0% -$3.61K 0.47% 84
2018
Q4
$9.04M Buy
79,435
+12
+0% +$1.29K 0.51% 54
2018
Q3
$9.16M Buy
+79,423
New +$8.7M 0.38% 88
2017
Q1
Sell
-38,200
Closed -$2.37M 524
2016
Q4
$2.37M Sell
38,200
-81,200
-68% -$4.97M 0.16% 224
2016
Q3
$7.74M Hold
119,400
0.45% 92
2016
Q2
$7.55M Buy
119,400
+18,100
+18% +$1.07M 0.6% 16
2016
Q1
$5.86M Buy
101,300
+24,044
+31% +$1.36M 0.37% 67
2015
Q4
$4.15M Buy
77,256
+37,690
+95% +$2.12M 0.57% 30
2015
Q3
$2.02M Buy
39,566
+3,713
+10% +$200K 0.05% 448
2015
Q2
$2.02M Buy
35,853
+14,553
+68% +$919K 0.05% 423
2015
Q1
$1.53M Buy
+21,300
New +$1.38M 0.04% 555
2014
Q2
Sell
-9,338
Closed -$417K 1587
2014
Q1
$417K Buy
+9,338
New +$419K 0.01% 1028
2013
Q3
Sell
-56,658
Closed -$2.56M 1679
2013
Q2
$2.56M Buy
+56,658
New +$2.69M 0.06% 436

Other funds holding RMD