Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$12.5M Buy
78,195
+4,405
+6% +$648K 0.05% 341
2024
Q4
$9.81M Buy
73,790
+34,632
+88% +$4.84M 0.03% 394
2024
Q3
$5.32M Buy
39,158
+4,056
+12% +$564K 0.03% 408
2024
Q2
$5.18M Buy
35,102
+18,381
+110% +$2.82M 0.03% 364
2024
Q1
$2.54M Buy
16,721
+8,900
+114% +$1.29M 0.04% 359
2023
Q4
$1.13M Buy
7,821
+5,223
+201% +$766K 0.02% 408
2023
Q3
$397K Buy
+2,598
New +$391K 0.01% 455
2021
Q2
Sell
-2,235
Closed -$159K 700
2021
Q1
$159K Sell
2,235
-6,755
-75% -$432K 0.01% 355
2020
Q4
$475K Buy
8,990
+685
+8% +$31.1K 0.02% 262
2020
Q3
$340K Hold
8,305
0.02% 241
2020
Q2
$431K Sell
8,305
-2,080
-20% -$95.2K 0.04% 223
2020
Q1
$346K Buy
10,385
+1,955
+23% +$106K 0.04% 226
2019
Q4
$564K Buy
8,430
+2,235
+36% +$146K 0.03% 192
2019
Q3
$375K Hold
6,195
0.02% 297
2019
Q2
$394K Buy
+6,195
New +$383K 0.02% 293
2017
Q4
Sell
-170,806
Closed -$8.01M 674
2017
Q3
$8.01M Sell
170,806
-5,238
-3% -$222K 0.03% 538
2017
Q2
$7.72M Sell
176,044
-74,332
-30% -$3.47M 0.03% 582
2017
Q1
$12.1M Buy
250,376
+65,560
+35% +$3.47M 0.04% 493
2016
Q4
$11.5M Sell
184,816
-119,655
-39% -$6.54M 0.04% 463
2016
Q3
$16.3M Sell
304,471
-20,469
-6% -$1.1M 0.05% 364
2016
Q2
$19.5M Buy
324,940
+162,170
+100% +$9.39M 0.08% 290
2016
Q1
$8.57M Sell
162,770
-44,404
-21% -$1.96M 0.04% 421
2015
Q4
$10M Sell
207,174
-19,572
-9% -$1.11M 0.05% 373
2015
Q3
$11.3M Sell
226,746
-7,639
-3% -$437K 0.06% 355
2015
Q2
$15.7M Sell
234,385
-92,250
-28% -$6.54M 0.07% 292
2015
Q1
$22.2M Sell
326,635
-10,439
-3% -$745K 0.1% 226
2014
Q4
$23.4M Sell
337,074
-66,325
-16% -$5.25M 0.1% 241
2014
Q3
$38M Sell
403,399
-81,645
-17% -$8.07M 0.16% 148
2014
Q2
$48M Sell
485,044
-50,631
-9% -$4.57M 0.2% 119
2014
Q1
$44.4M Sell
535,675
-167,891
-24% -$13.3M 0.18% 151
2013
Q4
$58.4M Sell
703,566
-94,946
-12% -$7.71M 0.24% 103
2013
Q3
$61.8M Buy
+798,512
New +$59.5M 0.27% 82

Other funds holding HES