Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.68M Buy
224,003
+96,813
+76% +$2.26M ﹤0.01% 1859
2025
Q4
$2.52M Buy
127,190
+41,449
+48% +$701K ﹤0.01% 2767
2025
Q3
$1.3M Sell
85,741
-31,092
-27% -$356K ﹤0.01% 3207
2025
Q2
$1.24M Buy
116,833
+17,969
+18% +$150K ﹤0.01% 3188
2025
Q1
$750K Buy
98,864
+5,578
+6% +$45.4K ﹤0.01% 3280
2024
Q4
$756K Buy
93,286
+6,811
+8% +$61.1K ﹤0.01% 3565
2024
Q3
$795K Buy
86,475
+83,036
+2,415% +$669K ﹤0.01% 3506
2024
Q2
$31.1K Sell
3,439
-68,711
-95% -$596K ﹤0.01% 4355
2024
Q1
$505K Buy
72,150
+5,310
+8% +$30.9K ﹤0.01% 3585
2023
Q4
$369K Buy
66,840
+3,686
+6% +$17.3K ﹤0.01% 4066
2023
Q3
$308K Buy
63,154
+4,169
+7% +$21.1K ﹤0.01% 3076
2023
Q2
$283K Buy
+58,985
New +$288K ﹤0.01% 3078
2022
Q4
Sell
-1,400
Closed -$6K 5308
2022
Q3
$6K Buy
+1,400
New +$5.61K ﹤0.01% 4459
2021
Q4
Sell
-28,771
Closed -$179K 4381
2021
Q3
$179K Sell
28,771
-24,798
-46% -$157K ﹤0.01% 3675
2021
Q2
$357K Sell
53,569
-5,791
-10% -$43.3K ﹤0.01% 3267
2021
Q1
$408K Buy
+59,360
New +$408K ﹤0.01% 3300
2020
Q4
Sell
-236,300
Closed -$1M 5019
2020
Q3
$1M Buy
+236,300
New +$909K ﹤0.01% 2697
2020
Q1
Sell
-100
Closed 6274
2019
Q4
$0 Sell
100
-46,200
-100% -$167K ﹤0.01% 6540
2019
Q3
$167K Sell
46,300
-6,600
-12% -$26.9K ﹤0.01% 5100
2019
Q2
$287K Buy
52,900
+39,029
+281% +$231K ﹤0.01% 4793
2019
Q1
$99K Sell
13,871
-61,229
-82% -$379K ﹤0.01% 5368
2018
Q4
$354K Buy
75,100
+74,834
+28,133% +$352K ﹤0.01% 4137
2018
Q3
$2K Hold
266
﹤0.01% 6940
2018
Q2
$2K Buy
266
+166
+166% +$1.13K ﹤0.01% 6827
2018
Q1
$1K Sell
100
-6,663
-99% -$55.7K ﹤0.01% 6954
2017
Q4
$60K Sell
6,763
-1,214
-15% -$9.47K ﹤0.01% 5641
2017
Q3
$60K Buy
7,977
+7,577
+1,894% +$57K ﹤0.01% 5246
2017
Q2
$3K Sell
400
-2,500
-86% -$14.1K ﹤0.01% 6342
2017
Q1
$19K Buy
2,900
+2,800
+2,800% +$20.9K ﹤0.01% 5830
2016
Q4
$1K Buy
+100
New +$535 ﹤0.01% 6462
2015
Q4
Sell
-100
Closed 6209
2015
Q3
$0 Hold
100
﹤0.01% 6921
2015
Q2
$1K Hold
100
﹤0.01% 6914
2015
Q1
$1K Hold
100
﹤0.01% 6969
2014
Q4
$1K Sell
100
-1,900
-95% -$14.8K ﹤0.01% 7173
2014
Q3
$16K Sell
2,000
-100
-5% -$1K ﹤0.01% 6625
2014
Q2
$19K Buy
2,100
+1,000
+91% +$8.76K ﹤0.01% 6528
2014
Q1
$8K Sell
1,100
-400
-27% -$3.2K ﹤0.01% 7020
2013
Q4
$12K Buy
1,500
+1,000
+200% +$7.75K ﹤0.01% 6929
2013
Q3
$4K Sell
500
-500
-50% -$3.52K ﹤0.01% 7035
2013
Q2
$6K Buy
+1,000
New +$7.97K ﹤0.01% 7297

Other funds holding HBM