Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136M Hold
2025
Q2
$115M Sell
2025
Q1
$206M Buy
2024
Q4
$252M Sell
2024
Q3
$230M Sell
2024
Q2
$250M Buy
2024
Q1
$180M Buy
2023
Q4
$72.6M Buy
2023
Q3
$54.7M Buy
2023
Q2
$28.4M Buy
2022
Q1
$34.5M Hold
2021
Q4
$34.5M Buy
2021
Q2
Sell
2021
Q1
$39.1M Buy
2020
Q4
$16.5M Buy
2015
Q2
Sell
2015
Q1
$25.6M Sell
2014
Q4
$27.8M Hold
2014
Q3
$25.6M Buy
2014
Q2
$24.5M Buy
2014
Q1
$22.5M Buy