Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$988K Sell
23,953
-306
-1% -$12.2K ﹤0.01% 5569
2025
Q4
$883K Sell
24,259
-2,980
-11% -$104K ﹤0.01% 5685
2025
Q3
$944K Buy
27,239
+523
+2% +$17.4K ﹤0.01% 5625
2025
Q2
$873K Sell
26,716
-3,768
-12% -$114K ﹤0.01% 5562
2025
Q1
$910K Sell
30,484
-4,473
-13% -$133K ﹤0.01% 5366
2024
Q4
$906K Buy
34,957
+25,391
+265% +$663K ﹤0.01% 5382
2024
Q3
$268K Buy
9,566
+2,149
+29% +$59.6K ﹤0.01% 5658
2024
Q2
$192K Sell
7,417
-6,133
-45% -$166K ﹤0.01% 5682
2024
Q1
$397K Sell
13,550
-737
-5% -$21K ﹤0.01% 5372
2023
Q4
$415K Buy
14,287
+3,667
+35% +$98.2K ﹤0.01% 5241
2023
Q3
$265K Sell
10,620
-231
-2% -$5.74K ﹤0.01% 5166
2023
Q2
$276K Sell
10,851
-865
-7% -$21K ﹤0.01% 5261
2023
Q1
$284K Buy
11,716
+6,869
+142% +$176K ﹤0.01% 5129
2022
Q4
$116K Buy
4,847
+1,552
+47% +$44.9K ﹤0.01% 5965
2022
Q3
$93K Buy
3,295
+3,013
+1,068% +$102K ﹤0.01% 5765
2022
Q2
$10K Buy
+282
New +$11.2K ﹤0.01% 7939
2022
Q1
Sell
-131
Closed -$5K 10185
2021
Q4
$5K Buy
+131
New +$4.67K ﹤0.01% 9368
2021
Q3
Sell
-375
Closed -$13K 9480
2021
Q2
$13K Sell
375
-1,359
-78% -$43K ﹤0.01% 7768
2021
Q1
$52K Buy
1,734
+519
+43% +$15.8K ﹤0.01% 6490
2020
Q4
$38K Buy
1,215
+670
+123% +$20.6K ﹤0.01% 6413
2020
Q3
$16K Sell
545
-1,191
-69% -$37K ﹤0.01% 6463
2020
Q2
$54K Sell
1,736
-2,360
-58% -$70.2K ﹤0.01% 5785
2020
Q1
$127K Sell
4,096
-889
-18% -$30.1K ﹤0.01% 5071
2019
Q4
$179K Buy
4,985
+1,897
+61% +$63.8K ﹤0.01% 5668
2019
Q3
$105K Buy
3,088
+2,359
+324% +$74.8K ﹤0.01% 5737
2019
Q2
$22K Buy
729
+708
+3,371% +$19.6K ﹤0.01% 6541
2019
Q1
$1K Sell
21
-1,805
-99% -$53.3K ﹤0.01% 7518
2018
Q4
$54K Buy
1,826
+184
+11% +$6.03K ﹤0.01% 6018
2018
Q3
$56K Buy
1,642
+776
+90% +$25.1K ﹤0.01% 6074
2018
Q2
$28K Buy
866
+20
+2% +$622 ﹤0.01% 6432
2018
Q1
$23K Buy
846
+622
+278% +$16.9K ﹤0.01% 6298
2017
Q4
$7K Sell
224
-880
-80% -$28.4K ﹤0.01% 7209
2017
Q3
$38K Buy
1,104
+36
+3% +$1.14K ﹤0.01% 5988
2017
Q2
$33K Buy
1,068
+985
+1,187% +$29.6K ﹤0.01% 5947
2017
Q1
$2K Sell
83
-2,739
-97% -$72.2K ﹤0.01% 7268
2016
Q4
$77K Buy
2,822
+972
+53% +$26.6K ﹤0.01% 5477
2016
Q3
$50K Buy
1,850
+268
+17% +$7.65K ﹤0.01% 5509
2016
Q2
$48K Buy
1,582
+963
+156% +$27.8K ﹤0.01% 5547
2016
Q1
$17K Sell
619
-575
-48% -$16.1K ﹤0.01% 6309
2015
Q4
$46K Sell
1,194
-455
-28% -$18.9K ﹤0.01% 5886
2015
Q3
$67K Sell
1,649
-318
-16% -$13.8K ﹤0.01% 5552
2015
Q2
$90K Buy
1,967
+509
+35% +$24.9K ﹤0.01% 5484
2015
Q1
$74K Buy
1,458
+135
+10% +$6.6K ﹤0.01% 5668
2014
Q4
$66K Buy
+1,323
New +$52.3K ﹤0.01% 6137

Other funds holding ALCO