Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.25M Buy
2014
Q4
Sell
2014
Q3
$226K Sell
2014
Q2
$320K Hold
2014
Q1
$312K Hold
2013
Q4
$316K Hold
2013
Q3
$286K Hold
2013
Q2
$273K Buy