Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.16M Sell
2025
Q1
$82.5M Sell
2024
Q4
$83.5M Hold
2024
Q3
$80.7M Sell
2024
Q2
$79.6M Sell
2024
Q1
$113M Hold
2023
Q4
$108M Sell
2023
Q3
$138M Hold
2023
Q2
$146M Sell
2023
Q1
$184M Sell
2022
Q4
$193M Hold
2022
Q3
$161M Hold
2022
Q2
$219M Sell
2022
Q1
$264M Buy
2021
Q4
$51.3M Hold
2021
Q3
$56.3M Hold
2021
Q2
$60M Buy