Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$762 Sell
2025
Q2
$686 Hold
2025
Q1
$762 Buy
2024
Q4
$436 Hold
2024
Q3
$668 Hold
2024
Q2
$416 Hold
2024
Q1
$450 Hold
2023
Q4
$907 Hold
2023
Q3
$904 Hold
2023
Q2
$969 Buy