Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355M Sell
2025
Q1
$252M Sell
2024
Q4
$312M Buy
2024
Q3
$264M Sell
2024
Q2
$269M Buy
2024
Q1
$148M Buy
2023
Q4
$21.3M Buy
2023
Q3
$8.16M Buy
2023
Q2
$7.24M Buy
2023
Q1
$4.52M Buy
2022
Q4
$2.34M Hold
2022
Q3
$1.94M Buy
2022
Q2
$2.2M Buy
2022
Q1
$3.83M Buy
2021
Q4
$4.03M Buy
2021
Q3
$2.57M Buy
2021
Q2
$1.14M Buy
2021
Q1
$655K Hold
2020
Q4
$640K Sell
2020
Q3
$691K Buy