Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$341M Sell
2025
Q1
$274M Hold
2024
Q4
$257M Hold
2024
Q3
$228M Hold
2024
Q2
$305M Hold
2024
Q1
$279M Hold
2023
Q4
$322M Hold
2023
Q3
$379M Hold
2023
Q2
$540M Hold
2023
Q1
$460M Hold
2022
Q4
$468M Hold
2022
Q3
$385M Hold
2022
Q2
$514M Hold
2022
Q1
$605M Hold
2021
Q4
$429M Hold
2021
Q3
$549M Hold
2021
Q2
$361M Buy
2021
Q1
$122M Hold
2020
Q4
$122M Buy