Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$364 Hold
2025
Q2
$298 Hold
2025
Q1
$271 Hold
2024
Q4
$248 Hold
2024
Q3
$215 Hold
2024
Q2
$215 Hold
2024
Q1
$212 Hold
2023
Q4
$175 Hold
2023
Q3
$177 Buy
2020
Q3
Sell
2020
Q2
$20K Buy