Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3
Closed -$1.05K 1640
2025
Q2
$1.05K Sell
3
-2
-40% -$655 ﹤0.01% 809
2025
Q1
$1.58K Hold
5
﹤0.01% 824
2024
Q4
$1.69K Sell
5
-1
-17% -$335 ﹤0.01% 787
2024
Q3
$1.91K Hold
6
﹤0.01% 813
2024
Q2
$1.93K Hold
6
﹤0.01% 736
2024
Q1
$2.08K Hold
6
﹤0.01% 733
2023
Q4
$2.18K Buy
6
+1
+20% +$296 ﹤0.01% 631
2023
Q3
$1.49K Hold
5
﹤0.01% 762
2023
Q2
$1.65K Sell
5
-1
-17% -$317 ﹤0.01% 678
2023
Q1
$2K Buy
6
+1
+20% +$282 ﹤0.01% 603
2022
Q4
$1.21K Buy
5
+2
+67% +$466 ﹤0.01% 852
2022
Q3
$1K Buy
+3
New +$767 ﹤0.01% 602
2022
Q1
$0 Buy
+1
New +$327 ﹤0.01% 697

Other funds holding ANSS