Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Hold
2016
Q2
Sell
2016
Q1
$70K Buy
2014
Q4
Sell
2014
Q3
$665K Buy
2014
Q2
$471K Sell
2014
Q1
$1.33M Sell
2013
Q4
$1.32M Buy
2013
Q3
$488K Buy