Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$164K Sell
1,517
-1,270
-46% -$146K 0.11% 138
2025
Q4
$279K Sell
2,787
-369
-12% -$33.3K 0.15% 118
2025
Q3
$267K Sell
3,156
-366
-10% -$25.5K 0.15% 111
2025
Q2
$205K Buy
3,522
+2,769
+368% +$148K 0.12% 177
2025
Q1
$36K Buy
753
+244
+48% +$10.7K 0.02% 961
2024
Q4
$19K Buy
509
+5
+1% +$228 0.01% 1220
2024
Q3
$27K Sell
504
-133
-21% -$6.61K 0.02% 1105
2024
Q2
$27K Sell
637
-3,396
-84% -$139K 0.02% 1085
2024
Q1
$145K Buy
4,033
+1,388
+52% +$47.8K 0.09% 293
2023
Q4
$109K Buy
2,645
+243
+10% +$9.38K 0.07% 444
2023
Q3
$89K Buy
2,402
+292
+14% +$11.9K 0.07% 489
2023
Q2
$90K Buy
2,110
+1,263
+149% +$57.3K 0.07% 507
2023
Q1
$42K Sell
847
-176
-17% -$8.53K 0.04% 776
2022
Q4
$48K Sell
1,023
-125
-11% -$5.58K 0.04% 744
2022
Q3
$48K Buy
1,148
+567
+98% +$26.5K 0.04% 714
2022
Q2
$35K Sell
581
-1,884
-76% -$133K 0.03% 842
2022
Q1
$196K Buy
2,465
+702
+40% +$47.5K 0.13% 160
2021
Q4
$109K Buy
+1,763
New +$99.9K 0.15% 131

Other funds holding NEM