We monitor and assess all our portfolio holdings on a daily basis and utilize clearly defined sell criteria to realize profits and maintain our portfolio risk profile. A stock is generally sold if there is a major earnings disappointment, a negative change in the company's outlook, or significant deterioration in any key performance measurement. An equity position may also be sold or trimmed if we believe its risk exposure exceeds our portfolio guidelines, or if a more attractive investment opportunity is identified. Alcosta Capital Management, Inc. is a Registered Investment Advisor.