Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400 Buy
2025
Q1
Sell
2024
Q4
$365 Hold
2024
Q3
$470 Hold
2024
Q2
$598 Hold
2024
Q1
$758 Hold
2023
Q4
$746 Buy