Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,030
Closed -$231K 639
2025
Q1
$231K Hold
1,030
﹤0.01% 507
2024
Q4
$236K Hold
1,030
﹤0.01% 505
2024
Q3
$251K Buy
+1,030
New +$230K ﹤0.01% 514
2024
Q2
Sell
-1,230
Closed -$244K 637
2024
Q1
$244K Hold
1,230
﹤0.01% 525
2023
Q4
$212K Buy
+1,230
New +$189K ﹤0.01% 529
2023
Q3
Sell
-1,100
Closed -$240K 638
2023
Q2
$240K Hold
1,100
﹤0.01% 360
2023
Q1
$241K Hold
1,100
﹤0.01% 358
2022
Q4
$229K Hold
1,100
﹤0.01% 364
2022
Q3
$240K Hold
1,100
﹤0.01% 358
2022
Q2
$231K Hold
1,100
﹤0.01% 375
2022
Q1
$267K Hold
1,100
﹤0.01% 371
2021
Q4
$287K Hold
1,100
﹤0.01% 368
2021
Q3
$290K Sell
1,100
-7,700
-88% -$2.11M ﹤0.01% 356
2021
Q2
$2.17M Hold
8,800
0.02% 199
2021
Q1
$1.71M Sell
8,800
-5,170
-37% -$1.04M 0.02% 206
2020
Q4
$2.97M Sell
13,970
-4,916
-26% -$980K 0.04% 167
2020
Q3
$3.24M Hold
18,886
0.06% 149
2020
Q2
$3.63M Buy
+18,886
New +$3.09M 0.07% 133
2020
Q1
Sell
-1,300
Closed -$201K 347
2019
Q4
$201K Buy
+1,300
New +$187K 0.01% 310
2014
Q3
Sell
-5,100
Closed -$258K 313
2014
Q2
$258K Sell
5,100
-2,000
-28% -$99.1K 0.02% 246
2014
Q1
$317K Buy
+7,100
New +$319K 0.03% 221
2013
Q4
Sell
-6,300
Closed -$333K 254
2013
Q3
$333K Hold
6,300
0.04% 198
2013
Q2
$284K Buy
+6,300
New +$299K 0.04% 191

Other funds holding RMD