Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$478M Hold
2025
Q1
$373M Hold
2024
Q4
$309M Sell
2024
Q3
$462M Hold
2024
Q2
$447M Hold
2024
Q1
$474M Hold
2023
Q4
$379M Hold
2023
Q3
$283M Hold
2023
Q2
$266M Hold
2023
Q1
$195M Hold
2022
Q4
$152M Hold
2022
Q3
$163M Hold
2022
Q2
$126M Hold
2022
Q1
$219M Sell
2021
Q4
$473M Hold
2021
Q3
$505M Hold
2021
Q2
$565M Hold
2021
Q1
$615M Hold
2020
Q4
$575M Buy