Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$477K Buy
2015
Q3
Sell
2015
Q2
$230K Hold
2015
Q1
$255K Hold
2014
Q4
$273K Sell
2014
Q3
$303K Sell
2014
Q2
$341K Buy
2014
Q1
$250K Hold
2013
Q4
$235K Sell
2013
Q3
$254K Buy