Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$339K Sell
16,025
-650
-4% -$19.4K 0.04% 201
2025
Q4
$555K Hold
16,675
0.07% 176
2025
Q3
$479K Sell
16,675
-5,050
-23% -$157K 0.06% 188
2025
Q2
$669K Sell
21,725
-1,550
-7% -$43.6K 0.08% 168
2025
Q1
$806K Sell
23,275
-900
-4% -$41.4K 0.11% 144
2024
Q4
$1.21M Sell
24,175
-18,565
-43% -$845K 0.16% 119
2024
Q3
$2.07M Hold
42,740
0.26% 96
2024
Q2
$2.25M Sell
42,740
-1,025
-2% -$54.8K 0.3% 94
2024
Q1
$2.64M Sell
43,765
-225
-0.5% -$14.4K 0.36% 78
2023
Q4
$2.87M Sell
43,990
-300
-0.7% -$16.3K 0.45% 65
2023
Q3
$2.22M Sell
44,290
-600
-1% -$30.2K 0.38% 74
2023
Q2
$2.1M Buy
44,890
+4,800
+12% +$210K 0.37% 76
2023
Q1
$1.79M Buy
40,090
+8,525
+27% +$422K 0.34% 80
2022
Q4
$1.84M Hold
31,565
0.37% 76
2022
Q3
$1.35M Buy
31,565
+4,000
+15% +$239K 0.29% 88
2022
Q2
$1.99M Buy
27,565
+2,315
+9% +$173K 0.39% 75
2022
Q1
$2.09M Buy
25,250
+325
+1% +$27.9K 0.38% 70
2021
Q4
$2.57M Hold
24,925
0.46% 60
2021
Q3
$2.55M Sell
24,925
-2,300
-8% -$206K 0.51% 59
2021
Q2
$2.59M Sell
27,225
-12,825
-32% -$1.24M 0.5% 59
2021
Q1
$3.27M Sell
40,050
-3,425
-8% -$276K 0.68% 43
2020
Q4
$2.95M Buy
43,475
+1,600
+4% +$99.8K 0.68% 40
2020
Q3
$1.94M Buy
41,875
+17,150
+69% +$831K 0.5% 55
2020
Q2
$1.09M Buy
24,725
+1,650
+7% +$63.1K 0.3% 84
2020
Q1
$704K Buy
+23,075
New +$840K 0.22% 109

Other funds holding AZTA