Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$234K Sell
23,363
-557,294
-96% -$5.8M ﹤0.01% 3597
2025
Q4
$5.87M Buy
580,657
+310,657
+115% +$2.95M ﹤0.01% 2093
2025
Q3
$2.42M Buy
+270,000
New +$2.6M ﹤0.01% 2751
2025
Q1
Sell
-1,499
Closed -$14.3K 5374
2024
Q4
$14.3K Sell
1,499
-1
-0.1% -$10 ﹤0.01% 4960
2024
Q3
$15.9K Hold
1,500
﹤0.01% 4927
2024
Q2
$12.4K Hold
1,500
﹤0.01% 4501
2024
Q1
$12.7K Sell
1,500
-6,999
-82% -$58.5K ﹤0.01% 4791
2023
Q4
$69.9K Buy
8,499
+4,285
+102% +$35.3K ﹤0.01% 4712
2023
Q3
$35.1K Buy
4,214
+897
+27% +$7.47K ﹤0.01% 4005
2023
Q2
$27.8K Buy
3,317
+1,196
+56% +$10.2K ﹤0.01% 4062
2023
Q1
$17.3K Buy
2,121
+100
+5% +$797 ﹤0.01% 4678
2022
Q4
$16.2K Buy
2,021
+300
+17% +$2.04K ﹤0.01% 4849
2022
Q3
$11K Buy
+1,721
New +$11.1K ﹤0.01% 4258

Other funds holding HLN