Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$151K Sell
20,790
-171
-0.8% -$1.27K 0.03% 312
2025
Q4
$162K Sell
20,961
-346
-2% -$2.65K 0.03% 296
2025
Q3
$170K Buy
21,307
+16
+0.1% +$119 0.03% 278
2025
Q2
$154K Sell
21,291
-275
-1% -$1.84K 0.03% 261
2025
Q1
$142K Sell
21,566
-1,142
-5% -$7.3K 0.03% 249
2024
Q4
$134K Sell
22,708
-107
-0.5% -$671 0.03% 253
2024
Q3
$146K Sell
22,815
-94
-0.4% -$582 0.03% 257
2024
Q2
$140K Buy
22,909
+15
+0.1% +$95 0.03% 228
2024
Q1
$139K Buy
22,894
+457
+2% +$2.66K 0.03% 217
2023
Q4
$129K Buy
22,437
+78
+0.3% +$405 0.03% 212
2023
Q3
$107K Buy
22,359
+292
+1% +$1.5K 0.03% 208
2023
Q2
$112K Buy
22,067
+1,565
+8% +$7.17K 0.03% 213
2023
Q1
$88.2K Sell
20,502
-23
-0.1% -$116 0.03% 213
2022
Q4
$103K Sell
20,525
-396
-2% -$1.83K 0.03% 200
2022
Q3
$83K Sell
20,921
-1,506
-7% -$6.56K 0.03% 181
2022
Q2
$96K Sell
22,427
-1,069
-5% -$5.3K 0.04% 191
2022
Q1
$119K Buy
23,496
+994
+4% +$5.02K 0.04% 208
2021
Q4
$106K Sell
22,502
-207
-0.9% -$968 0.03% 217
2021
Q3
$111K Buy
22,709
+1,291
+6% +$5.59K 0.03% 196
2021
Q2
$83K Sell
21,418
-107
-0.5% -$455 0.02% 200
2021
Q1
$94K Buy
21,525
+333
+2% +$1.39K 0.03% 180
2020
Q4
$77K Sell
21,192
-25
-0.1% -$76 0.03% 173
2020
Q3
$50K Sell
21,217
-4,749
-18% -$12.6K 0.02% 165
2020
Q2
$70K Buy
25,966
+10,782
+71% +$26.5K 0.04% 162
2020
Q1
$35K Buy
+15,184
New +$50.6K 0.03% 141

Other funds holding AEG