Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$259K Buy
7,864
+523
+7% +$15.4K 0.01% 1078
2026
Q1
$176K Buy
7,341
+989
+16% +$20.1K 0.01% 1214
2025
Q4
$110K Sell
6,352
-383
-6% -$5.68K 0.01% 1510
2025
Q3
$113K Buy
6,735
+54
+0.8% +$800 0.01% 1409
2025
Q2
$94.5K Buy
6,681
+3,078
+85% +$39.8K 0.01% 1483
2025
Q1
$47.6K Buy
3,603
+1,611
+81% +$22.4K ﹤0.01% 1821
2024
Q4
$27.8K Buy
1,992
+637
+47% +$8.05K ﹤0.01% 2088
2024
Q3
$16.1K Buy
1,355
+583
+76% +$6.76K ﹤0.01% 2225
2024
Q2
$8.63K Buy
772
+271
+54% +$2.96K ﹤0.01% 2325
2024
Q1
$5.47K Buy
501
+125
+33% +$1.46K ﹤0.01% 2377
2023
Q4
$4.57K Buy
+376
New +$3.63K ﹤0.01% 2283

Other funds holding ADEA