Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$973K Buy
2015
Q1
Sell
2014
Q4
$155K Sell
2014
Q3
$262K Hold
2014
Q2
$290K Hold
2014
Q1
$260K Buy
2013
Q4
Sell
2013
Q3
$266K Buy