Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$163M Sell
726,811
-179,604
-20% -$44.8M 0.03% 721
2025
Q4
$218M Buy
906,415
+32,885
+4% +$8.41M 0.04% 532
2025
Q3
$239M Buy
873,530
+339,774
+64% +$92.8M 0.05% 497
2025
Q2
$138M Sell
533,756
-87,707
-14% -$20.9M 0.03% 749
2025
Q1
$139M Buy
621,463
+66,227
+12% +$15.5M 0.03% 704
2024
Q4
$127M Buy
555,236
+327,797
+144% +$78.9M 0.03% 761
2024
Q3
$55.5M Sell
227,439
-684
-0.3% -$153K 0.02% 1083
2024
Q2
$43.7M Buy
228,123
+51,366
+29% +$10.4M 0.01% 1123
2024
Q1
$35M Sell
176,757
-32,111
-15% -$5.88M 0.01% 1281
2023
Q4
$35.9M Sell
208,868
-248,849
-54% -$38.2M 0.01% 1185
2023
Q3
$67.7M Buy
457,717
+252,666
+123% +$45.7M 0.03% 677
2023
Q2
$44.8M Buy
205,051
+72,859
+55% +$16.2M 0.02% 897
2023
Q1
$28.9M Sell
132,192
-29,361
-18% -$6.37M 0.01% 1124
2022
Q4
$33.6M Buy
161,553
+111,433
+222% +$24.5M 0.02% 1055
2022
Q3
$10.9M Sell
50,120
-13,684
-21% -$3.11M 0.01% 1708
2022
Q2
$13.4M Buy
63,804
+14,766
+30% +$3.14M 0.01% 1611
2022
Q1
$11.9M Sell
49,038
-149,556
-75% -$36.2M 0.01% 1807
2021
Q4
$51.7M Buy
198,594
+77,391
+64% +$20.1M 0.02% 939
2021
Q3
$31.9M Sell
121,203
-92,730
-43% -$25.4M 0.01% 1131
2021
Q2
$52.7M Sell
213,933
-87,986
-29% -$18.5M 0.02% 820
2021
Q1
$58.6M Buy
301,919
+135,556
+81% +$27.2M 0.03% 754
2020
Q4
$35.4M Sell
166,363
-39,034
-19% -$7.78M 0.02% 976
2020
Q3
$35.2M Buy
205,397
+104,172
+103% +$19.2M 0.02% 839
2020
Q2
$19.4M Buy
101,225
+22,560
+29% +$3.69M 0.01% 1103
2020
Q1
$11.6M Sell
78,665
-98,060
-55% -$15.6M 0.01% 1299
2019
Q4
$27.4M Buy
176,725
+28,222
+19% +$4.07M 0.01% 1149
2019
Q3
$20.1M Buy
148,503
+24,258
+20% +$3.18M 0.01% 1238
2019
Q2
$15.2M Sell
124,245
-48,660
-28% -$5.39M 0.01% 1415
2019
Q1
$18M Buy
172,905
+46,568
+37% +$4.81M 0.01% 1207
2018
Q4
$14.4M Sell
126,337
-61,225
-33% -$6.56M 0.01% 1310
2018
Q3
$21.6M Buy
187,562
+16,111
+9% +$1.76M 0.01% 1148
2018
Q2
$17.8M Buy
171,451
+19,150
+13% +$1.94M 0.01% 1262
2018
Q1
$15M Sell
152,301
-9,040
-6% -$854K 0.01% 1363
2017
Q4
$13.7M Buy
161,341
+70,728
+78% +$5.84M 0.01% 1481
2017
Q3
$6.97M Buy
90,613
+10,037
+12% +$768K ﹤0.01% 1896
2017
Q2
$6.27M Buy
80,576
+37,126
+85% +$2.66M ﹤0.01% 1936
2017
Q1
$3.13M Sell
43,450
-104,978
-71% -$7.25M ﹤0.01% 2511
2016
Q4
$9.21M Sell
148,428
-17,830
-11% -$1.09M 0.01% 1562
2016
Q3
$10.8M Buy
166,258
+34,997
+27% +$2.33M 0.01% 1359
2016
Q2
$8.3M Buy
131,261
+21,033
+19% +$1.24M 0.01% 1528
2016
Q1
$6.37M Buy
110,228
+54,685
+98% +$3.1M 0.01% 1664
2015
Q4
$2.98M Sell
55,543
-5,578
-9% -$314K ﹤0.01% 2436
2015
Q3
$3.12M Sell
61,121
-8,485
-12% -$457K ﹤0.01% 2340
2015
Q2
$3.92M Buy
69,606
+3,210
+5% +$203K ﹤0.01% 2324
2015
Q1
$4.77M Sell
66,396
-454,102
-87% -$29.5M ﹤0.01% 2116
2014
Q4
$29.2M Buy
+520,498
New +$27.2M 0.02% 777

Other funds holding RMD