Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.9K Buy
621
+84
+16% +$9.55K ﹤0.01% 1562
2025
Q4
$57.1K Sell
537
-27
-5% -$2.73K ﹤0.01% 1575
2025
Q3
$52.9K Buy
564
+120
+27% +$11.2K ﹤0.01% 1612
2025
Q2
$38.5K Buy
444
+78
+21% +$6.53K ﹤0.01% 1727
2025
Q1
$28.2K Buy
366
+30
+9% +$2.75K ﹤0.01% 1882
2024
Q4
$32.5K Buy
336
+4
+1% +$402 ﹤0.01% 1804
2024
Q3
$31.5K Buy
332
+68
+26% +$5.94K ﹤0.01% 1828
2024
Q2
$22K Hold
264
﹤0.01% 1918
2024
Q1
$22.7K Hold
264
﹤0.01% 1943
2023
Q4
$21.8K Hold
264
﹤0.01% 1881
2023
Q3
$19K Sell
264
-12
-4% -$910 ﹤0.01% 1876
2023
Q2
$20.9K Buy
276
+12
+5% +$807 ﹤0.01% 1862
2023
Q1
$16.7K Hold
264
﹤0.01% 1963
2022
Q4
$14.3K Sell
264
-5
-2% -$297 ﹤0.01% 1960
2022
Q3
$15K Sell
269
-68
-20% -$3.77K ﹤0.01% 1876
2022
Q2
$16K Buy
337
+4
+1% +$210 ﹤0.01% 1872
2022
Q1
$19K Buy
333
+73
+28% +$3.76K ﹤0.01% 1845
2021
Q4
$14K Buy
260
+62
+31% +$3.31K ﹤0.01% 1936
2021
Q3
$10K Hold
198
﹤0.01% 2045
2021
Q2
$12K Sell
198
-38
-16% -$2.35K ﹤0.01% 1912
2021
Q1
$15K Sell
236
-21
-8% -$1.29K ﹤0.01% 1675
2020
Q4
$14K Sell
257
-18
-7% -$919 ﹤0.01% 1565
2020
Q3
$12K Buy
275
+22
+9% +$967 ﹤0.01% 1565
2020
Q2
$11K Sell
253
-21
-8% -$808 ﹤0.01% 1525
2020
Q1
$11K Buy
274
+10
+4% +$423 ﹤0.01% 1426
2019
Q4
$12K Hold
264
﹤0.01% 1403
2019
Q3
$9K Buy
264
+37
+16% +$1.28K ﹤0.01% 1459
2019
Q2
$9K Buy
227
+28
+14% +$958 ﹤0.01% 1429
2019
Q1
$6K Sell
199
-1
-0.5% -$31 ﹤0.01% 1530
2018
Q4
$6K Buy
+200
New +$5.5K ﹤0.01% 1483

Other funds holding ACA