Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$390K Buy
2015
Q1
Sell
2014
Q4
$377K Sell
2014
Q3
$444K Hold
2014
Q2
$533K Hold
2014
Q1
$486K Sell
2013
Q4
$739K Sell
2013
Q3
$1.06M Buy