Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$903K Buy
6,207
+379
+7% +$52.8K 0.01% 687
2025
Q4
$669K Sell
5,828
-1,123
-16% -$109K 0.01% 758
2025
Q3
$565K Sell
6,951
-1,577
-18% -$128K 0.01% 796
2025
Q2
$740K Sell
8,528
-17,109
-67% -$1.17M 0.01% 706
2025
Q1
$1.35M Sell
25,637
-10,575
-29% -$600K 0.03% 518
2024
Q4
$1.99M Buy
36,212
+15,168
+72% +$894K 0.04% 422
2024
Q3
$1.08M Sell
21,044
-736
-3% -$45.7K 0.03% 560
2024
Q2
$1.21M Buy
21,780
+736
+3% +$41.2K 0.03% 517
2024
Q1
$1.08M Buy
21,044
+1,377
+7% +$62.3K 0.03% 559
2023
Q4
$894K Buy
19,667
+9,931
+102% +$412K 0.03% 563
2023
Q3
$401K Buy
+9,736
New +$433K 0.01% 742

Other funds holding ATI