Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2014
Q4
Sell
2014
Q3
$410K Sell
2014
Q2
$520K Sell
2014
Q1
$621K Sell
2013
Q4
$612K Sell
2013
Q3
$614K Sell
2013
Q2
$643K Buy