Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$40K Buy
123
+20
+19% +$6.65K ﹤0.01% 602
2025
Q4
$36K Sell
103
-8
-7% -$2.79K ﹤0.01% 618
2025
Q3
$40K Sell
111
-4
-3% -$1.45K ﹤0.01% 572
2025
Q2
$41K Buy
115
+4
+4% +$1.45K ﹤0.01% 540
2025
Q1
$44K Buy
111
+6
+6% +$2.3K ﹤0.01% 509
2024
Q4
$38K Buy
105
+6
+6% +$2.21K ﹤0.01% 509
2024
Q3
$34K Buy
99
+24
+32% +$7.85K ﹤0.01% 504
2024
Q2
$22K Buy
75
+1
+1% +$296 ﹤0.01% 545
2024
Q1
$25K Sell
74
-4
-5% -$1.24K ﹤0.01% 506
2023
Q4
$23K Hold
78
﹤0.01% 485
2023
Q3
$25K Buy
78
+13
+20% +$4.3K ﹤0.01% 454
2023
Q2
$22K Buy
+65
New +$21.1K ﹤0.01% 460
2022
Q3
Sell
-22
Closed -$6K 425
2022
Q2
$6K Buy
22
+6
+38% +$1.73K ﹤0.01% 539
2022
Q1
$5K Buy
+16
New +$4.65K ﹤0.01% 531

Other funds holding AON