Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Buy
3,226
+947
+42% +$103K ﹤0.01% 350
2026
Q1
$247K Hold
2,279
﹤0.01% 343
2025
Q4
$228K Buy
2,279
+282
+14% +$25.5K ﹤0.01% 347
2025
Q3
$168K Hold
1,997
﹤0.01% 380
2025
Q2
$116K Sell
1,997
-114
-5% -$6.08K ﹤0.01% 428
2025
Q1
$102K Sell
2,111
-2,439
-54% -$107K ﹤0.01% 451
2024
Q4
$169K Buy
4,550
+765
+20% +$34.9K ﹤0.01% 388
2024
Q3
$202K Buy
+3,785
New +$188K ﹤0.01% 366
2014
Q2
Sell
-8,688
Closed -$203K 223
2014
Q1
$203K Sell
8,688
-3,022
-26% -$71.9K 0.02% 212
2013
Q4
$269K Sell
11,710
-273,182
-96% -$7.02M 0.02% 170
2013
Q3
$8.01M Buy
284,892
+11,558
+4% +$343K 0.73% 59
2013
Q2
$8.19M Buy
+273,334
New +$9.18M 0.76% 58

Other funds holding NEM