Quarter buys/adds net of sells/reductions (reported so far)

Count

Consumer Goods

25
Materials

22
Energy

20

13
Consumer Cyclical

11
NA

1
Industrials

-2
Consumer Discretionary

-2
Services

-2
Utilities

-3
Industrial Goods

-5
Health Care

-8
Communication Services

-10
Real Estate

-11
Consumer Staples

-15
Information Technology

-47
Technology

-62
Financials

-92

% of total holdings

Consumer Goods

0.31
Consumer Cyclical

0.283
Industrial Goods

0.256
Energy

0.197
Technology

0.02
Communication Services

0.015
Utilities

0.002

0.001
NA

-0.051
Services

-0.148
Real Estate

-0.157
Consumer Staples

-0.163
Materials

-0.18
Health Care

-0.191
Industrials

-0.211
Consumer Discretionary

-0.238
Information Technology

-0.684
Financials

-1.161