Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$356K Sell
10,832
-52
-0.5% -$1.62K ﹤0.01% 773
2025
Q2
$321K Buy
10,884
+378
+4% +$10.2K ﹤0.01% 771
2025
Q1
$320K Sell
10,506
-1,381
-12% -$48.4K ﹤0.01% 752
2024
Q4
$449K Buy
11,887
+80
+0.7% +$3.32K 0.01% 666
2024
Q3
$456K Buy
+11,807
New +$402K 0.01% 702
2020
Q3
Sell
-55
Closed -$1K 703
2020
Q2
$1K Buy
55
+18
+49% +$161 ﹤0.01% 1458
2020
Q1
$0 Buy
+37
New +$508 ﹤0.01% 2122
2018
Q4
Sell
-111
Closed -$4K 1386
2018
Q3
$4K Sell
111
-235
-68% -$10.2K ﹤0.01% 1253
2018
Q2
$17K Buy
346
+13
+4% +$654 ﹤0.01% 968
2018
Q1
$15K Buy
+333
New +$16.5K ﹤0.01% 976
2017
Q2
Sell
-1,904
Closed -$65K 771
2017
Q1
$65K Sell
1,904
-930
-33% -$32.5K ﹤0.01% 691
2016
Q4
$79K Sell
2,834
-7,811
-73% -$212K ﹤0.01% 654
2016
Q3
$258K Buy
10,645
+2,426
+30% +$59.2K 0.01% 449
2016
Q2
$184K Buy
8,219
+1,902
+30% +$44.5K ﹤0.01% 479
2016
Q1
$145K Buy
6,317
+2,007
+47% +$40.8K ﹤0.01% 515
2015
Q4
$101K Sell
4,310
-51
-1% -$1.14K ﹤0.01% 557
2015
Q3
$101K Sell
4,361
-5,148
-54% -$121K ﹤0.01% 510
2015
Q2
$255K Buy
9,509
+853
+10% +$26.4K 0.01% 406
2015
Q1
$269K Sell
8,656
-2,705
-24% -$97.2K 0.01% 414
2014
Q4
$432K Buy
11,361
+2,705
+31% +$105K 0.01% 362
2014
Q3
$334K Buy
8,656
+416
+5% +$16.3K 0.01% 378
2014
Q2
$294K Hold
8,240
0.01% 360
2014
Q1
$255K Buy
8,240
+2,081
+34% +$57.8K 0.01% 368
2013
Q4
$157K Buy
6,159
+4,161
+208% +$92.3K ﹤0.01% 406
2013
Q3
$39K Hold
1,998
﹤0.01% 561
2013
Q2
$38K Buy
+1,998
New +$40K ﹤0.01% 555

Other funds holding AA