Aigen Investment Management’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,565	Closed	-$394K	–	763
2025 Q3	$394K	Sell	7,565 -16,386	-68%	-$765K	0.06%	463
2025 Q2	$799K	Buy	+23,951	New	+$722K	0.11%	292
2024 Q3	–	Sell	-4,835	Closed	-$231K	–	844
2024 Q2	$231K	Buy	+4,835	New	+$232K	0.04%	585
2021 Q4	–	Sell	-3,134	Closed	-$257K	–	1093
2021 Q3	$257K	Sell	3,134 -268	-8%	-$21.9K	0.05%	368
2021 Q2	$266K	Sell	3,402 -1,329	-28%	-$97.3K	0.05%	349
2021 Q1	$345K	Sell	4,731 -325	-6%	-$20.8K	0.05%	371
2020 Q4	$269K	Buy	+5,056	New	+$238K	0.04%	581
2020 Q3	–	Sell	-8,552	Closed	-$319K	–	966
2020 Q2	$319K	Buy	+8,552	New	+$292K	0.04%	604
2020 Q1	–	Sell	-1,564	Closed	-$72K	–	1383
2019 Q4	$72K	Buy	+1,564	New	+$67.1K	0.01%	742