Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$57M Sell
2025
Q2
$51.5M Hold
2025
Q1
$52.8M Sell
2024
Q4
$77.6M Buy
2024
Q3
$69.8M Buy
2024
Q2
$64.1M Hold
2024
Q1
$78.8M Sell
2023
Q4
$61.1M Sell
2023
Q3
$104M Hold
2023
Q2
$93M Hold
2023
Q1
$82M Hold
2022
Q4
$79M Hold
2022
Q3
$75.4M Hold
2022
Q2
$89.2M Sell
2022
Q1
$109M Hold
2021
Q4
$112M Buy
2021
Q3
$88.8M Buy