Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.19M Sell
87,007
-82,834
-49% -$3.27M ﹤0.01% 2085
2025
Q4
$7.75M Buy
169,841
+87,403
+106% +$3.89M ﹤0.01% 1708
2025
Q3
$3.49M Sell
82,438
-2,424
-3% -$91.4K ﹤0.01% 2082
2025
Q2
$2.64M Sell
84,862
-23,064
-21% -$624K ﹤0.01% 2175
2025
Q1
$2.65M Buy
107,926
+286
+0.3% +$7.94K ﹤0.01% 2216
2024
Q4
$3.08M Sell
107,640
-8,877
-8% -$246K ﹤0.01% 2205
2024
Q3
$3.1M Hold
116,517
﹤0.01% 2217
2024
Q2
$2.99M Sell
116,517
-68,180
-37% -$1.53M ﹤0.01% 2188
2024
Q1
$3.91M Sell
184,697
-74,057
-29% -$1.38M ﹤0.01% 2108
2023
Q4
$4.63M Buy
258,754
+14,574
+6% +$227K ﹤0.01% 2029
2023
Q3
$3.7M Sell
244,180
-179
-0.1% -$2.9K ﹤0.01% 2015
2023
Q2
$4.2M Buy
244,359
+17,744
+8% +$261K ﹤0.01% 2009
2023
Q1
$2.97M Sell
226,615
-12,407
-5% -$159K ﹤0.01% 2172
2022
Q4
$2.9M Buy
239,022
+115,462
+93% +$1.39M ﹤0.01% 2214
2022
Q3
$1.71M Sell
123,560
-2,151
-2% -$43.3K ﹤0.01% 2479
2022
Q2
$2.37M Buy
125,711
+2,028
+2% +$39.1K ﹤0.01% 2342
2022
Q1
$2.58M Sell
123,683
-24,288
-16% -$469K ﹤0.01% 2386
2021
Q4
$3.01M Sell
147,971
-7,990
-5% -$161K ﹤0.01% 2367
2021
Q3
$3.48M Buy
155,961
+20,586
+15% +$530K ﹤0.01% 2411
2021
Q2
$3.85M Sell
135,375
-9,757
-7% -$266K ﹤0.01% 2377
2021
Q1
$3.28M Sell
145,132
-66,635
-31% -$1.63M ﹤0.01% 2375
2020
Q4
$5M Buy
211,767
+61,112
+41% +$1.24M ﹤0.01% 2078
2020
Q3
$2.78M Buy
150,655
+11,175
+8% +$214K ﹤0.01% 2217
2020
Q2
$2.67M Sell
139,480
-873
-0.6% -$18.5K ﹤0.01% 2217
2020
Q1
$2.38M Buy
140,353
+4,023
+3% +$103K ﹤0.01% 2107
2019
Q4
$3.69M Sell
136,330
-41,609
-23% -$1.02M ﹤0.01% 2144
2019
Q3
$4.83M Buy
177,939
+2,255
+1% +$63.9K ﹤0.01% 1973
2019
Q2
$5.26M Buy
+175,684
New +$5.21M ﹤0.01% 1958

Other funds holding AORT