Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$41.6K Buy
129
+93
+258% +$30.9K 0.01% 451
2025
Q4
$12.7K Buy
36
+29
+414% +$10.1K ﹤0.01% 731
2025
Q3
$2.5K Buy
7
+2
+40% +$724 ﹤0.01% 787
2025
Q2
$1.78K Sell
5
-3
-38% -$1.09K ﹤0.01% 610
2025
Q1
$3.19K Buy
8
+1
+14% +$383 ﹤0.01% 565
2024
Q4
$2.52K Sell
7
-2
-22% -$735 ﹤0.01% 612
2024
Q3
$3.11K Buy
9
+2
+29% +$654 ﹤0.01% 615
2024
Q2
$2.06K Sell
7
-87
-93% -$25.7K ﹤0.01% 712
2024
Q1
$31.4K Buy
94
+85
+944% +$26.4K 0.01% 234
2023
Q4
$2.62K Hold
9
﹤0.01% 559
2023
Q3
$2.92K Hold
9
﹤0.01% 491
2023
Q2
$3.11K Hold
9
﹤0.01% 454
2023
Q1
$2.84K Sell
9
-4
-31% -$1.24K ﹤0.01% 499
2022
Q4
$3.9K Buy
13
+8
+160% +$2.34K ﹤0.01% 406
2022
Q3
$1K Buy
+5
New +$1.41K ﹤0.01% 603
2022
Q1
$1K Buy
+2
New +$582 ﹤0.01% 546

Other funds holding AON