Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2015
Q1
Sell
2014
Q4
$236K Buy
2014
Q3
$202K Hold
2014
Q2
$201K Sell
2014
Q1
$217K Sell
2013
Q4
$1.79M Hold
2013
Q3
$1.68M Buy
2013
Q2
$820K Buy