Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.9M Sell
48,772
-655
-1% -$163K 0.14% 158
2025
Q4
$11.9M Buy
49,427
+771
+2% +$197K 0.15% 149
2025
Q3
$13.3M Buy
48,656
+555
+1% +$152K 0.17% 135
2025
Q2
$12.4M Buy
48,101
+159
+0.3% +$37.9K 0.17% 134
2025
Q1
$10.7M Sell
47,942
-5,599
-10% -$1.31M 0.16% 144
2024
Q4
$12.2M Sell
53,541
-3,918
-7% -$943K 0.17% 133
2024
Q3
$14M Buy
57,459
+11,638
+25% +$2.6M 0.2% 125
2024
Q2
$8.77M Buy
45,821
+680
+2% +$138K 0.13% 167
2024
Q1
$8.94M Buy
45,141
+30,846
+216% +$5.65M 0.14% 177
2023
Q4
$2.46M Sell
14,295
-316
-2% -$48.6K 0.04% 350
2023
Q3
$2.16M Buy
14,611
+5,003
+52% +$905K 0.04% 354
2023
Q2
$2.1M Buy
9,608
+364
+4% +$81.1K 0.04% 372
2023
Q1
$2.02M Buy
9,244
+242
+3% +$52.5K 0.04% 386
2022
Q4
$1.87M Sell
9,002
-93
-1% -$20.4K 0.04% 382
2022
Q3
$1.99M Sell
9,095
-1,403
-13% -$319K 0.04% 369
2022
Q2
$2.2M Buy
10,498
+2,490
+31% +$530K 0.04% 355
2022
Q1
$1.94M Buy
8,008
+88
+1% +$21.3K 0.03% 428
2021
Q4
$2.06M Sell
7,920
-869
-10% -$225K 0.03% 455
2021
Q3
$2.32M Buy
8,789
+146
+2% +$39.9K 0.04% 433
2021
Q2
$2.13M Buy
8,643
+1,008
+13% +$212K 0.03% 463
2021
Q1
$1.48M Buy
7,635
+556
+8% +$111K 0.02% 519
2020
Q4
$1.5M Buy
7,079
+303
+4% +$60.4K 0.03% 490
2020
Q3
$1.16M Buy
6,776
+368
+6% +$68K 0.02% 513
2020
Q2
$1.23M Buy
6,408
+586
+10% +$95.9K 0.03% 468
2020
Q1
$858K Sell
5,822
-805
-12% -$128K 0.02% 511
2019
Q4
$1.03M Sell
6,627
-5,581
-46% -$804K 0.02% 547
2019
Q3
$1.65M Buy
12,208
+468
+4% +$61.3K 0.04% 437
2019
Q2
$1.43M Sell
11,740
-294
-2% -$32.6K 0.03% 476
2019
Q1
$1.25M Buy
12,034
+556
+5% +$57.4K 0.03% 513
2018
Q4
$1.31M Buy
11,478
+446
+4% +$47.8K 0.04% 455
2018
Q3
$1.27M Sell
11,032
-1,239
-10% -$136K 0.03% 506
2018
Q2
$1.27M Buy
12,271
+154
+1% +$15.6K 0.04% 416
2018
Q1
$1.19M Buy
12,117
+934
+8% +$88.3K 0.04% 363
2017
Q4
$947K Sell
11,183
-532
-5% -$44K 0.04% 380
2017
Q3
$902K Sell
11,715
-1,799
-13% -$138K 0.03% 388
2017
Q2
$1.05M Buy
13,514
+1,190
+10% +$85.1K 0.04% 420
2017
Q1
$887K Buy
12,324
+786
+7% +$54.3K 0.03% 445
2016
Q4
$716K Buy
11,538
+1,533
+15% +$93.9K 0.03% 425
2016
Q3
$648K Sell
10,005
-250
-2% -$16.6K 0.03% 458
2016
Q2
$648K Buy
10,255
+1,238
+14% +$73K 0.03% 450
2016
Q1
$521K Sell
9,017
-184
-2% -$10.4K 0.03% 459
2015
Q4
$494K Buy
9,201
+244
+3% +$13.8K 0.02% 452
2015
Q3
$456K Buy
8,957
+323
+4% +$17.4K 0.02% 473
2015
Q2
$487K Buy
8,634
+139
+2% +$8.77K 0.02% 508
2015
Q1
$610K Sell
8,495
-701
-8% -$45.5K 0.03% 465
2014
Q4
$516K Buy
9,196
+711
+8% +$37.1K 0.02% 496
2014
Q3
$418K Buy
8,485
+257
+3% +$13.1K 0.02% 533
2014
Q2
$417K Buy
8,228
+10
+0.1% +$496 0.02% 539
2014
Q1
$367K Buy
8,218
+1,843
+29% +$82.8K 0.02% 542
2013
Q4
$300K Buy
6,375
+175
+3% +$8.86K 0.01% 645
2013
Q3
$327K Buy
6,200
+3,695
+148% +$179K 0.02% 578
2013
Q2
$113K Buy
+2,505
New +$119K 0.01% 695

Other funds holding RMD