Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$731 Hold
2025
Q2
$552 Hold
2025
Q1
$519 Hold
2024
Q4
$582 Hold
2024
Q3
$611 Hold
2024
Q2
$649 Hold
2024
Q1
$756 Hold
2023
Q4
$892 Hold
2023
Q3
$711 Hold
2023
Q2
$931 Hold
2023
Q1
$1.23K Hold
2022
Q4
$1.32K Hold
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$1K Hold
2021
Q4
$2K Hold
2021
Q3
$2K Hold
2021
Q2
$2K Buy