Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$267K Buy
65,722
+17,104
+35% +$89.5K ﹤0.01% 2087
2025
Q4
$289K Sell
48,618
-593
-1% -$3.55K ﹤0.01% 1872
2025
Q3
$390K Buy
49,211
+6,622
+16% +$53.8K ﹤0.01% 1705
2025
Q2
$368K Buy
42,589
+3,442
+9% +$27.8K ﹤0.01% 1579
2025
Q1
$344K Hold
39,147
﹤0.01% 1496
2024
Q4
$356K Sell
39,147
-1,454
-4% -$12.6K ﹤0.01% 1529
2024
Q3
$367K Buy
40,601
+26,136
+181% +$232K ﹤0.01% 1522
2024
Q2
$120K Buy
14,465
+2,416
+20% +$19.5K ﹤0.01% 1734
2024
Q1
$98.7K Sell
12,049
-4,500
-27% -$34.4K ﹤0.01% 1615
2023
Q4
$130K Buy
+16,549
New +$112K ﹤0.01% 1378

Other funds holding AIV