Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.9K Buy
2,268
+194
+9% +$1.33K 0.01% 364
2026
Q1
$13.6K Buy
2,074
+1,993
+2,460% +$15K 0.01% 369
2025
Q4
$659 Sell
81
-260
-76% -$2.16K ﹤0.01% 956
2025
Q3
$2.98K Buy
341
+260
+321% +$2.23K ﹤0.01% 722
2025
Q2
$691 Hold
81
﹤0.01% 1017
2025
Q1
$664 Hold
81
﹤0.01% 994
2024
Q4
$565 Hold
81
﹤0.01% 1083
2024
Q3
$591 Sell
81
-152
-65% -$1.11K ﹤0.01% 1124
2024
Q2
$1.8K Buy
233
+152
+188% +$1.05K ﹤0.01% 864
2024
Q1
$556 Hold
81
﹤0.01% 1052
2023
Q4
$556 Buy
+81
New +$505 ﹤0.01% 1052

Other funds holding ADT