Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244M Sell
2025
Q2
$349M Sell
2025
Q1
$270M Sell
2024
Q4
$372M Buy
2024
Q3
$151M Buy
2020
Q3
Sell
2020
Q2
$20.9M Sell
2020
Q1
$19.3M Sell
2019
Q4
$39.5M Hold
2019
Q3
$46M Hold
2019
Q2
$38.9M Sell
2019
Q1
$58.9M Sell
2018
Q4
$58M Buy
2018
Q3
$49.4M Buy
2018
Q2
$44.3M Buy
2018
Q1
Sell
2017
Q4
$17.6M Buy