Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$175M Sell
2025
Q1
$192M Buy
2024
Q4
$168M Buy
2024
Q3
$170M Hold
2024
Q2
$151M Sell
2024
Q1
$145M Buy
2023
Q4
$133M Buy
2023
Q3
$124M Hold
2023
Q2
$133M Sell
2023
Q1
$116M Sell
2022
Q4
$114M Buy
2022
Q3
$95.6M Hold
2022
Q2
$115M Hold
2022
Q1
$130M Hold
2021
Q4
$143M Buy
2021
Q3
$132M Buy
2021
Q2
$111M Buy
2021
Q1
$98M Buy
2020
Q4
$78.8M Buy