Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$687 Hold
2025
Q2
$713 Hold
2025
Q1
$797 Hold
2024
Q4
$822 Hold
2024
Q3
$869 Hold
2024
Q2
$845 Hold
2024
Q1
$816 Hold
2023
Q4
$816 Buy