Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$86M Hold
2025
Q1
$76.5M Hold
2024
Q4
$73.4M Hold
2024
Q3
$66M Hold
2024
Q2
$58.9M Hold
2024
Q1
$61.9M Hold
2023
Q4
$62.6M Hold
2023
Q3
$66.7M Hold
2023
Q2
$64.2M Hold
2023
Q1
$64.8M Hold
2022
Q4
$59.1M Sell
2022
Q3
$72.9M Hold
2022
Q2
$77.7M Hold
2022
Q1
$102M Hold
2021
Q4
$115M Buy