Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145M Sell
2025
Q2
$147M Hold
2025
Q1
$128M Buy
2024
Q4
$99.5M Hold
2024
Q3
$81.7M Hold
2024
Q2
$67.5M Hold
2024
Q1
$60.4M Buy
2023
Q4
$19.5M Hold
2023
Q3
$14.8M Buy
2023
Q2
$5.9M Hold
2023
Q1
$6.22M Hold
2022
Q4
$4.96M Hold
2022
Q3
$6.66M Buy
2021
Q3
Sell
2021
Q2
$7.07M Hold
2021
Q1
$6.62M Buy