Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-33
Closed -$10.7K 337
2023
Q3
$10.7K Hold
33
﹤0.01% 619
2023
Q2
$11.4K Hold
33
﹤0.01% 604
2023
Q1
$10.4K Hold
33
﹤0.01% 615
2022
Q4
$9.9K Hold
33
﹤0.01% 615
2022
Q3
$9K Hold
33
﹤0.01% 603
2022
Q2
$9K Sell
33
-100
-75% -$28.7K ﹤0.01% 616
2022
Q1
$43K Hold
133
﹤0.01% 349
2021
Q4
$40K Hold
133
﹤0.01% 366
2021
Q3
$38K Hold
133
﹤0.01% 364
2021
Q2
$32K Hold
133
﹤0.01% 392
2021
Q1
$31K Hold
133
﹤0.01% 389
2020
Q4
$28K Hold
133
﹤0.01% 389
2020
Q3
$27K Hold
133
﹤0.01% 360
2020
Q2
$26K Buy
+133
New +$24.8K ﹤0.01% 358
2020
Q1
Sell
-133
Closed -$28K 1111
2019
Q4
$28K Hold
133
﹤0.01% 385
2019
Q3
$26K Hold
133
﹤0.01% 387
2019
Q2
$26K Hold
133
﹤0.01% 396
2019
Q1
$23K Hold
133
﹤0.01% 413
2018
Q4
$19K Hold
133
﹤0.01% 423
2018
Q3
$20K Hold
133
﹤0.01% 431
2018
Q2
$18K Hold
133
﹤0.01% 448
2018
Q1
$19K Hold
133
﹤0.01% 434
2017
Q4
$18K Buy
+133
New +$18.9K ﹤0.01% 434
2017
Q1
Sell
-133
Closed -$15K 279
2016
Q4
$15K Buy
+133
New +$14.8K ﹤0.01% 445

Other funds holding AON