Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-27
Closed -$9.48K 1001
2025
Q2
$9.48K Buy
27
+2
+8% +$655 ﹤0.01% 447
2025
Q1
$7.91K Hold
25
﹤0.01% 480
2024
Q4
$8.43K Hold
25
﹤0.01% 492
2024
Q3
$7.97K Hold
25
﹤0.01% 503
2024
Q2
$8.04K Hold
25
﹤0.01% 449
2024
Q1
$8.68K Hold
25
﹤0.01% 475
2023
Q4
$9.07K Hold
25
﹤0.01% 464
2023
Q3
$7.44K Hold
25
﹤0.01% 492
2023
Q2
$8.26K Hold
25
﹤0.01% 495
2023
Q1
$8.32K Hold
25
﹤0.01% 479
2022
Q4
$6.04K Sell
25
-12
-32% -$2.79K ﹤0.01% 571
2022
Q3
$8K Buy
37
+13
+54% +$3.32K ﹤0.01% 442
2022
Q2
$6K Sell
24
-3
-11% -$794 ﹤0.01% 520
2022
Q1
$9K Buy
27
+5
+23% +$1.63K ﹤0.01% 476
2021
Q4
$9K Hold
22
﹤0.01% 494
2021
Q3
$7K Hold
22
﹤0.01% 548
2021
Q2
$8K Hold
22
﹤0.01% 511
2021
Q1
$7K Buy
22
+1
+5% +$355 ﹤0.01% 539
2020
Q4
$8K Hold
21
﹤0.01% 485
2020
Q3
$7K Hold
21
﹤0.01% 484
2020
Q2
$6K Hold
21
﹤0.01% 489
2020
Q1
$5K Buy
+21
New +$5.41K ﹤0.01% 479
2019
Q1
Sell
-32
Closed -$5K 525
2018
Q4
$5K Buy
+32
New +$4.97K ﹤0.01% 567

Other funds holding ANSS