Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221M Sell
2025
Q1
$291M Sell
2024
Q4
$267M Sell
2024
Q3
$279M Sell
2024
Q2
$239M Sell
2024
Q1
$275M Sell
2023
Q4
$241M Buy
2023
Q3
$251M Sell
2023
Q2
$272M Buy
2015
Q4
Sell
2015
Q3
$715K Buy
2015
Q2
$644K Buy
2015
Q1
$121K Hold
2014
Q4
$119K Buy
2014
Q3
$92K Buy