Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$75M Hold
2025
Q1
$51.5M Hold
2024
Q4
$63.8M Hold
2024
Q3
$57.7M Sell
2024
Q2
$68.9M Sell
2024
Q1
$136M Sell
2023
Q4
$106M Sell
2023
Q3
$100M Sell
2023
Q2
$112M Hold
2023
Q1
$73.7M Sell
2022
Q4
$43.2M Hold
2022
Q3
$35.9M Sell
2022
Q2
$63.1M Hold
2022
Q1
$114M Hold
2021
Q4
$122M Hold
2021
Q3
$86.2M Hold
2021
Q2
$83.2M Hold
2021
Q1
$55.5M Hold
2020
Q4
$54.3M Hold
2020
Q3
$56.3M Sell
2020
Q2
$46M Hold
2020
Q1
$31.9M Buy