Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$93K Buy
72,183
+39,220
+119% +$90.9K ﹤0.01% 1111
2025
Q4
$152K Hold
32,963
﹤0.01% 1075
2025
Q3
$142K Buy
32,963
+8,840
+37% +$34K ﹤0.01% 1067
2025
Q2
$105K Sell
24,123
-5,020
-17% -$25.2K ﹤0.01% 1135
2025
Q1
$195K Buy
29,143
+9,930
+52% +$90.3K ﹤0.01% 1087
2024
Q4
$181K Sell
19,213
-2,290
-11% -$12.7K ﹤0.01% 1086
2024
Q3
$88K Buy
21,503
+3,111
+17% +$13.4K ﹤0.01% 1126
2024
Q2
$83K Buy
18,392
+7,980
+77% +$40.2K ﹤0.01% 1410
2024
Q1
$63K Sell
10,412
-5,276
-34% -$35K ﹤0.01% 1027
2023
Q4
$137K Hold
15,688
0.01% 1050
2023
Q3
$116K Sell
15,688
-11,080
-41% -$87K 0.01% 1020
2023
Q2
$215K Buy
26,768
+2,730
+11% +$21.8K 0.01% 972
2023
Q1
$225K Buy
+24,038
New +$189K 0.01% 1006
2021
Q2
Sell
-13,267
Closed -$965K 449
2021
Q1
$965K Sell
13,267
-11,940
-47% -$763K 0.31% 115
2020
Q4
$1.78M Buy
25,207
+6,487
+35% +$493K 0.51% 57
2020
Q3
$1.48M Buy
18,720
+16,110
+617% +$1.31M 0.47% 68
2020
Q2
$256K Buy
+2,610
New +$303K 0.09% 296
2016
Q3
Sell
-29,034
Closed -$407K 379
2016
Q2
$407K Buy
+29,034
New +$352K 0.17% 229
2016
Q1
Sell
-19,459
Closed -$194K 360
2015
Q4
$194K Sell
19,459
-27,035
-58% -$322K 0.09% 291
2015
Q3
$596K Buy
46,494
+32,954
+243% +$468K 0.33% 109
2015
Q2
$172K Buy
+13,540
New +$164K 0.09% 288

Other funds holding EHTH