Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28.7K Buy
197
+25
+15% +$3.48K ﹤0.01% 568
2025
Q4
$19.7K Buy
172
+159
+1,223% +$15.5K ﹤0.01% 631
2025
Q3
$1.06K Hold
13
﹤0.01% 991
2025
Q2
$1.12K Sell
13
-5
-28% -$342 ﹤0.01% 787
2025
Q1
$937 Hold
18
﹤0.01% 1025
2024
Q4
$991 Sell
18
-11
-38% -$649 ﹤0.01% 1003
2024
Q3
$1.94K Hold
29
﹤0.01% 805
2024
Q2
$1.61K Hold
29
﹤0.01% 830
2024
Q1
$1.49K Hold
29
﹤0.01% 886
2023
Q4
$1.32K Sell
29
-2
-6% -$83 ﹤0.01% 837
2023
Q3
$1.28K Buy
31
+1
+3% +$44 ﹤0.01% 823
2023
Q2
$1.33K Sell
30
-3
-9% -$115 ﹤0.01% 770
2023
Q1
$1.3K Buy
33
+5
+18% +$189 ﹤0.01% 770
2022
Q4
$836 Buy
28
+12
+75% +$351 ﹤0.01% 1027
2022
Q3
$0 Buy
+16
New +$445 ﹤0.01% 1040
2022
Q1
$0 Buy
+3
New +$70 ﹤0.01% 711

Other funds holding ATI