Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$595 Hold
2025
Q1
$645 Buy
2024
Q4
Sell
2024
Q3
$870 Hold
2024
Q2
$778 Hold
2024
Q1
$806 Buy