Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$55.6K Buy
903
+51
+6% +$3.03K ﹤0.01% 1106
2025
Q4
$41K Buy
852
+806
+1,752% +$39.6K ﹤0.01% 1214
2025
Q3
$2.4K Hold
46
﹤0.01% 1644
2025
Q2
$2.44K Sell
46
-604
-93% -$30K ﹤0.01% 1616
2025
Q1
$31.3K Hold
650
﹤0.01% 1109
2024
Q4
$34K Sell
650
-450
-41% -$24.4K ﹤0.01% 1100
2024
Q3
$59.7K Sell
1,100
-2,575
-70% -$135K ﹤0.01% 944
2024
Q2
$189K Hold
3,675
﹤0.01% 671
2024
Q1
$182K Sell
3,675
-150
-4% -$7.03K ﹤0.01% 692
2023
Q4
$193K Hold
3,825
﹤0.01% 675
2023
Q3
$184K Hold
3,825
﹤0.01% 679
2023
Q2
$193K Hold
3,825
0.01% 658
2023
Q1
$173K Buy
3,825
+575
+18% +$25.6K ﹤0.01% 681
2022
Q4
$135K Buy
3,250
+2,075
+177% +$86.3K ﹤0.01% 759
2022
Q3
$42K Hold
1,175
﹤0.01% 1134
2022
Q2
$50K Buy
1,175
+300
+34% +$13.1K ﹤0.01% 1153
2022
Q1
$36K Sell
875
-300
-26% -$12.4K ﹤0.01% 1369
2021
Q4
$48K Buy
+1,175
New +$45.4K ﹤0.01% 1299
2020
Q1
Sell
-979
Closed -$42K 1424
2019
Q4
$42K Buy
+979
New +$40.3K ﹤0.01% 924
2018
Q4
Sell
-1,122
Closed -$50K 649
2018
Q3
$50K Buy
+1,122
New +$51.5K ﹤0.01% 891

Other funds holding AVT