Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$140K Buy
29,126
+3,723
+15% +$24.1K ﹤0.01% 4881
2025
Q4
$208K Sell
25,403
-115,917
-82% -$746K ﹤0.01% 4715
2025
Q3
$832K Buy
141,320
+13,758
+11% +$97.5K ﹤0.01% 4340
2025
Q2
$1.07M Sell
127,562
-7,392
-5% -$53.8K ﹤0.01% 4230
2025
Q1
$856K Buy
134,954
+14,581
+12% +$126K ﹤0.01% 4234
2024
Q4
$1.06M Buy
+120,373
New +$1.22M ﹤0.01% 4206
2022
Q4
Sell
-19,690
Closed -$362K 5776
2022
Q3
$362K Sell
19,690
-5,469
-22% -$148K ﹤0.01% 4818
2022
Q2
$535K Buy
25,159
+2,480
+11% +$60.1K ﹤0.01% 4758
2022
Q1
$704K Buy
22,679
+360
+2% +$13.2K ﹤0.01% 4782
2021
Q4
$1.02M Buy
+22,319
New +$1.41M ﹤0.01% 4664

Other funds holding HELP