Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-12
Closed -$4.28K 101
2025
Q3
$4.28K Hold
12
﹤0.01% 107
2025
Q2
$4.28K Hold
12
﹤0.01% 87
2025
Q1
$4.79K Hold
12
0.01% 90
2024
Q4
$4.31K Sell
12
-77
-87% -$28.3K ﹤0.01% 268
2024
Q3
$30.8K Buy
89
+19
+27% +$6.22K 0.01% 199
2024
Q2
$20.6K Hold
70
0.01% 208
2024
Q1
$23.4K Hold
70
0.01% 211
2023
Q4
$20.4K Sell
70
-30
-30% -$9.6K 0.02% 243
2023
Q3
$32.4K Hold
100
0.03% 156
2023
Q2
$34.5K Sell
100
-283
-74% -$91.9K 0.04% 150
2023
Q1
$125K Buy
383
+283
+283% +$87.6K 0.12% 77
2022
Q4
$30K Buy
+100
New +$29.2K 0.04% 158

Other funds holding AON