Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300 Buy
2025
Q2
Sell
2025
Q1
$340 Hold
2024
Q4
$393 Hold
2024
Q3
$486 Hold
2024
Q2
$462 Hold
2024
Q1
$514 Hold
2023
Q4
$506 Hold
2023
Q3
$494 Hold
2023
Q2
$547 Hold
2023
Q1
$544 Hold
2022
Q4
$596 Buy