Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$220M Sell
2025
Q1
$234M Sell
2024
Q4
$211M Sell
2024
Q3
$197M Buy
2024
Q2
$180M Buy
2024
Q1
$126M Buy
2023
Q4
$624K Buy
2023
Q3
$427K Hold
2023
Q2
$407K Buy