Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$303K Buy
2015
Q4
Sell
2015
Q3
$102K Sell
2015
Q2
$232K Hold
2015
Q1
$240K Sell
2014
Q4
$341K Sell
2014
Q3
$403K Sell
2014
Q2
$445K Sell
2014
Q1
$519K Buy
2013
Q4
$507K Buy
2013
Q3
$461K Buy
2013
Q2
$393K Buy