Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.95M Buy
6,052
+71
+1% +$23.6K 0.04% 288
2025
Q4
$2.11M Sell
5,981
-59
-1% -$20.6K 0.04% 293
2025
Q3
$2.15M Sell
6,040
-97
-2% -$35.1K 0.04% 278
2025
Q2
$2.19M Buy
6,137
+117
+2% +$42.4K 0.05% 280
2025
Q1
$2.4M Hold
6,020
0.05% 253
2024
Q4
$2.16M Sell
6,020
-17
-0.3% -$6.25K 0.05% 269
2024
Q3
$2.09M Buy
6,037
+2
+0% +$654 0.05% 273
2024
Q2
$1.77M Hold
6,035
0.04% 284
2024
Q1
$2.01M Sell
6,035
-7
-0.1% -$2.17K 0.05% 273
2023
Q4
$1.76M Sell
6,042
-75
-1% -$24K 0.04% 289
2023
Q3
$1.98M Sell
6,117
-20
-0.3% -$6.62K 0.05% 251
2023
Q2
$2.12M Sell
6,137
-389
-6% -$126K 0.06% 240
2023
Q1
$2.06M Hold
6,526
0.06% 247
2022
Q4
$1.96M Sell
6,526
-34
-0.5% -$9.94K 0.06% 256
2022
Q3
$1.76M Buy
6,560
+12
+0.2% +$3.39K 0.06% 263
2022
Q2
$1.77M Buy
6,548
+15
+0.2% +$4.31K 0.05% 279
2022
Q1
$2.13M Buy
6,533
+48
+0.7% +$14K 0.05% 268
2021
Q4
$1.95M Hold
6,485
0.05% 285
2021
Q3
$1.85M Buy
6,485
+309
+5% +$83K 0.05% 282
2021
Q2
$1.48M Hold
6,176
0.04% 324
2021
Q1
$1.42M Hold
6,176
0.04% 314
2020
Q4
$1.3M Buy
6,176
+236
+4% +$48.2K 0.04% 313
2020
Q3
$1.23M Buy
5,940
+447
+8% +$89.3K 0.05% 287
2020
Q2
$1.06M Hold
5,493
0.04% 306
2020
Q1
$907K Hold
5,493
0.04% 330
2019
Q4
$1.14M Hold
5,493
0.04% 342
2019
Q3
$1.06M Buy
5,493
+100
+2% +$19.3K 0.05% 316
2019
Q2
$1.04M Buy
+5,393
New +$977K 0.05% 287
2018
Q4
Sell
-100
Closed -$15K 634
2018
Q3
$15K Buy
+100
New +$14.6K ﹤0.01% 1118
2018
Q2
Sell
-1,800
Closed -$253K 684
2018
Q1
$253K Sell
1,800
-2,065
-53% -$289K 0.01% 593
2017
Q4
$518K Sell
3,865
-2,100
-35% -$299K 0.03% 428
2017
Q3
$872K Sell
5,965
-725
-11% -$101K 0.05% 348
2017
Q2
$890K Buy
6,690
+75
+1% +$9.48K 0.06% 333
2017
Q1
$785K Sell
6,615
-75
-1% -$8.65K 0.05% 350
2016
Q4
$746K Buy
+6,690
New +$746K 0.05% 340

Other funds holding AON