Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$825 Hold
2024
Q4
$841 Hold
2024
Q3
$859 Hold
2024
Q2
$785 Hold
2024
Q1
$893 Hold
2023
Q4
$804 Hold
2023
Q3
$727 Hold
2023
Q2
$816 Hold
2023
Q1
$849 Hold
2022
Q4
$841 Hold
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$1K Hold
2021
Q4
$1K Buy