Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.58M Sell
4,882
-25
-0.5% -$8.31K 0.18% 131
2025
Q4
$1.73M Buy
4,907
+51
+1% +$17.8K 0.2% 118
2025
Q3
$1.73M Sell
4,856
-1,315
-21% -$476K 0.2% 122
2025
Q2
$2.2M Buy
6,171
+40
+0.7% +$14.5K 0.27% 98
2025
Q1
$2.45M Hold
6,131
0.32% 91
2024
Q4
$2.2M Hold
6,131
0.28% 96
2024
Q3
$2.12M Hold
6,131
0.26% 107
2024
Q2
$1.8M Buy
6,131
+972
+19% +$287K 0.25% 114
2024
Q1
$1.72M Hold
5,159
0.24% 113
2023
Q4
$1.5M Sell
5,159
-100
-2% -$32K 0.22% 119
2023
Q3
$1.71M Sell
5,259
-25
-0.5% -$8.27K 0.27% 106
2023
Q2
$1.82M Hold
5,284
0.27% 105
2023
Q1
$1.67M Buy
5,284
+375
+8% +$116K 0.26% 111
2022
Q4
$1.47M Sell
4,909
-150
-3% -$43.8K 0.22% 114
2022
Q3
$1.35M Buy
+5,059
New +$1.43M 0.22% 115

Other funds holding AON