Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$588K Buy
+1,822
New +$606K 0.29% 116
2025
Q4
Sell
-13,109
Closed -$4.67M 328
2025
Q3
$4.67M Buy
+13,109
New +$4.74M 0.96% 12
2025
Q2
Sell
-6,559
Closed -$2.62M 452
2025
Q1
$2.62M Buy
6,559
+3,157
+93% +$1.21M 1.29% 2
2024
Q4
$1.22M Sell
3,402
-645
-16% -$237K 0.91% 13
2024
Q3
$1.4M Buy
4,047
+3,107
+331% +$1.02M 0.79% 23
2024
Q2
$276K Buy
+940
New +$278K 0.21% 180
2024
Q1
Sell
-2,207
Closed -$642K 244
2023
Q4
$642K Sell
2,207
-1,728
-44% -$553K 0.46% 80
2023
Q3
$1.28M Buy
+3,935
New +$1.3M 0.81% 38
2023
Q2
Sell
-1,418
Closed -$447K 186
2023
Q1
$447K Buy
+1,418
New +$439K 0.57% 72

Other funds holding AON