Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$75.3K Hold
11,456
﹤0.01% 1302
2025
Q4
$92.4K Sell
11,456
-50
-0.4% -$416 ﹤0.01% 1229
2025
Q3
$100K Hold
11,506
﹤0.01% 1221
2025
Q2
$97.5K Buy
11,506
+50
+0.4% +$409 ﹤0.01% 1178
2025
Q1
$93.3K Hold
11,456
﹤0.01% 1161
2024
Q4
$79.2K Sell
11,456
-10,483
-48% -$76.4K ﹤0.01% 1170
2024
Q3
$159K Buy
21,939
+11,000
+101% +$80.7K ﹤0.01% 1190
2024
Q2
$83.1K Hold
10,939
﹤0.01% 1182
2024
Q1
$73.5K Hold
10,939
﹤0.01% 1181
2023
Q4
$74.6K Hold
10,939
﹤0.01% 1166
2023
Q3
$65.6K Buy
+10,939
New +$68.2K ﹤0.01% 1129

Other funds holding ADT