Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$587 Buy
2025
Q1
Sell
2024
Q4
$484 Hold
2024
Q3
$322 Hold
2024
Q2
$368 Hold
2024
Q1
$305 Hold
2023
Q4
$291 Hold
2023
Q3
$211 Hold
2023
Q2
$186 Hold
2023
Q1
$207 Hold
2022
Q4
$156 Hold
2022
Q3
$116 Hold
2022
Q2
$137 Hold
2022
Q1
$0 Hold
2021
Q4
$0 Buy