Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $211K | Buy |
3,178
+155
| +5% | +$9.51K | ﹤0.01% | 676 |
|
|
2025
Q4 | $161K | Buy |
3,023
+682
| +29% | +$27.9K | ﹤0.01% | 749 |
|
|
2025
Q3 | $77K | Buy |
2,341
+11
| +0.5% | +$342 | ﹤0.01% | 979 |
|
|
2025
Q2 | $68.8K | Sell |
2,330
-525
| -18% | -$14.2K | ﹤0.01% | 993 |
|
|
2025
Q1 | $87.1K | Buy |
2,855
+1,495
| +110% | +$52.3K | ﹤0.01% | 825 |
|
|
2024
Q4 | $51.4K | Buy |
1,360
+598
| +78% | +$24.8K | ﹤0.01% | 908 |
|
|
2024
Q3 | $29.4K | Buy |
762
+631
| +482% | +$21.5K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $5.21K | Buy |
131
+82
| +167% | +$3.17K | ﹤0.01% | 1423 |
|
|
2024
Q1 | $1.66K | Buy |
+49
| New | +$1.43K | ﹤0.01% | 1587 |
|
|
2023
Q1 | – | Sell |
-66
| Closed | -$3K | – | 1694 |
|
|
2022
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1488 |
|
|
2022
Q3 | $2K | Sell |
66
-77
| -54% | -$3.6K | ﹤0.01% | 1575 |
|
|
2022
Q2 | $7K | Buy |
143
+77
| +117% | +$5K | ﹤0.01% | 1476 |
|
|
2022
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 1607 |
|
|
2021
Q4 | $4K | Buy |
+66
| New | +$3.31K | ﹤0.01% | 1661 |
|
|
2016
Q4 | – | Sell |
-70,678
| Closed | -$1.72M | – | 331 |
|
|
2016
Q3 | $1.72M | Sell |
70,678
-11,203
| -14% | -$273K | 0.07% | 169 |
|
|
2016
Q2 | $1.82M | Buy |
81,881
+71,825
| +714% | +$1.68M | 0.08% | 159 |
|
|
2016
Q1 | $231K | Sell |
10,056
-358
| -3% | -$7.29K | 0.01% | 317 |
|
|
2015
Q4 | $247K | Hold |
10,414
| – | – | 0.01% | 312 |
|
|
2015
Q3 | $242K | Hold |
10,414
| – | – | 0.01% | 266 |
|
|
2015
Q2 | $279 | Sell |
10,414
-425
| -4% | -$13.2K | 0.01% | 269 |
|
|
2015
Q1 | $336 | Sell |
10,839
-665
| -6% | -$23.9K | 0.02% | 243 |
|
|
2014
Q4 | $436K | Sell |
11,504
-458
| -4% | -$17.8K | 0.02% | 219 |
|
|
2014
Q3 | $462 | Buy |
11,962
+416
| +4% | +$16.3K | 0.02% | 216 |
|
|
2014
Q2 | $413K | Buy |
11,546
+166
| +1% | +$5.44K | 0.02% | 222 |
|
|
2014
Q1 | $352K | Sell |
11,380
-1,364
| -11% | -$37.9K | 0.02% | 238 |
|
|
2013
Q4 | $326 | Sell |
12,744
-912
| -7% | -$20.2K | 0.02% | 243 |
|
|
2013
Q3 | $266 | Buy |
13,656
+1,194
| +10% | +$23.1K | 0.02% | 255 |
|
|
2013
Q2 | $234 | Buy |
+12,462
| New | +$249K | 0.01% | 257 |
|
Other funds holding AA
VPM
VCM
