Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$199K Buy
1,367
+129
+10% +$16K 0.01% 1275
2026
Q1
$131K Buy
1,238
+105
+9% +$11.9K 0.01% 1445
2025
Q4
$120K Buy
1,133
+87
+8% +$8.78K 0.01% 1440
2025
Q3
$98K Buy
1,046
+90
+9% +$8.37K 0.01% 1520
2025
Q2
$82.9K Sell
956
-113
-11% -$9.45K 0.01% 1578
2025
Q1
$82.4K Buy
1,069
+738
+223% +$67.7K 0.01% 1419
2024
Q4
$32K Buy
331
+148
+81% +$14.9K ﹤0.01% 2001
2024
Q3
$17.3K Buy
183
+43
+31% +$3.75K ﹤0.01% 2189
2024
Q2
$11.7K Sell
140
-6
-4% -$500 ﹤0.01% 2165
2024
Q1
$12.5K Buy
146
+6
+4% +$488 ﹤0.01% 1928
2023
Q4
$11K Buy
+140
New +$10.3K ﹤0.01% 1858

Other funds holding ACA