Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,947
Closed -$270K 137
2025
Q2
$270K Sell
1,947
-75
-4% -$10.1K 0.04% 128
2025
Q1
$323K Buy
2,022
+174
+9% +$25.6K 0.05% 127
2024
Q4
$246K Sell
1,848
-2,148
-54% -$300K 0.05% 115
2024
Q3
$543K Buy
3,996
+1,777
+80% +$247K 0.1% 96
2024
Q2
$327K Hold
2,219
0.13% 118
2024
Q1
$339K Sell
2,219
-2,904
-57% -$422K 0.12% 137
2023
Q4
$739K Hold
5,123
0.22% 113
2023
Q3
$784K Sell
5,123
-126
-2% -$19K 0.26% 101
2023
Q2
$714K Hold
5,249
0.21% 113
2023
Q1
$695K Sell
5,249
-1,181
-18% -$164K 0.2% 130
2022
Q4
$912K Sell
6,430
-240
-4% -$33K 0.28% 110
2022
Q3
$727K Sell
6,670
-16,176
-71% -$1.79M 0.26% 106
2022
Q2
$2.42M Sell
22,846
-8,651
-27% -$979K 0.63% 60
2022
Q1
$3.37M Buy
31,497
+19,060
+153% +$1.81M 0.74% 48
2021
Q4
$921K Sell
12,437
-7,554
-38% -$613K 0.25% 118
2021
Q3
$1.56M Buy
19,991
+17,553
+720% +$1.29M 0.44% 85
2021
Q2
$213K Buy
+2,438
New +$197K 0.07% 147
2021
Q1
Sell
-5,647
Closed -$298K 140
2020
Q4
$298K Buy
+5,647
New +$257K 0.15% 115
2020
Q1
Sell
-3,075
Closed -$205K 165
2019
Q4
$205K Sell
3,075
-635
-17% -$41.5K 0.11% 149
2019
Q3
$224K Buy
3,710
+219
+6% +$13.6K 0.14% 139
2019
Q2
$222K Sell
3,491
-16,482
-83% -$1.02M 0.12% 150
2019
Q1
$1.2M Buy
19,973
+198
+1% +$10.9K 0.68% 52
2018
Q4
$801K Buy
19,775
+17,510
+773% +$998K 0.67% 46
2018
Q3
$162K Buy
+2,265
New +$149K 0.08% 177
2018
Q1
Sell
-2,265
Closed -$108K 179
2017
Q4
$108K Buy
+2,265
New +$102K 0.09% 167
2017
Q3
Sell
-4,181
Closed -$183K 170
2017
Q2
$183K Buy
4,181
+62
+2% +$2.9K 0.18% 135
2017
Q1
$199K Buy
4,119
+110
+3% +$5.83K 0.16% 157
2016
Q4
$250K Buy
4,009
+3,419
+579% +$187K 0.22% 127
2016
Q3
$32K Buy
+590
New +$31.6K 0.03% 163
2016
Q2
Sell
-17,102
Closed -$900K 183
2016
Q1
$900K Buy
17,102
+1,328
+8% +$58.7K 0.93% 39
2015
Q4
$765K Buy
15,774
+1,921
+14% +$109K 0.72% 44
2015
Q3
$693K Buy
13,853
+2,455
+22% +$141K 0.64% 51
2015
Q2
$762K Sell
11,398
-2,856
-20% -$203K 0.63% 46
2015
Q1
$967K Buy
14,254
+4,407
+45% +$314K 0.61% 46
2014
Q4
$727K Sell
9,847
-8,538
-46% -$676K 0.54% 55
2014
Q3
$1.73M Hold
18,385
0.9% 31
2014
Q2
$1.82M Buy
18,385
+10,879
+145% +$982K 0.87% 23
2014
Q1
$622K Buy
7,506
+3,359
+81% +$267K 0.53% 53
2013
Q4
$344K Buy
4,147
+29
+0.7% +$2.35K 0.17% 82
2013
Q3
$318K Buy
+4,118
New +$307K 0.27% 68

Other funds holding HES