Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,823
Closed -$945K 824
2025
Q2
$945K Sell
6,823
-1,193
-15% -$161K 0.01% 525
2025
Q1
$1.28M Sell
8,016
-1,230
-13% -$181K 0.01% 488
2024
Q4
$1.23M Sell
9,246
-138
-1% -$19.3K 0.01% 555
2024
Q3
$1.27M Buy
9,384
+225
+2% +$31.3K 0.01% 549
2024
Q2
$1.35M Buy
9,159
+4,088
+81% +$627K 0.01% 528
2024
Q1
$774K Sell
5,071
-424
-8% -$61.6K 0.01% 568
2023
Q4
$792K Sell
5,495
-139
-2% -$20.4K 0.01% 554
2023
Q3
$862K Buy
5,634
+258
+5% +$38.8K 0.01% 543
2023
Q2
$731K Buy
5,376
+258
+5% +$35.3K 0.01% 552
2023
Q1
$677K Sell
5,118
-212
-4% -$29.5K 0.01% 612
2022
Q4
$756K Buy
5,330
+117
+2% +$16.1K 0.04% 451
2022
Q3
$567K Buy
5,213
+256
+5% +$28.4K 0.01% 473
2022
Q2
$525K Buy
4,957
+497
+11% +$56.2K 0.01% 502
2022
Q1
$477K Buy
+4,460
New +$423K 0.01% 531
2020
Q1
Sell
-153,264
Closed -$10.2M 554
2019
Q4
$10.2M Buy
153,264
+23,881
+18% +$1.56M 0.22% 124
2019
Q3
$7.83M Buy
+129,383
New +$8.06M 0.17% 145
2017
Q1
Sell
-36,596
Closed -$2.28M 578
2016
Q4
$2.28M Buy
36,596
+10,418
+40% +$569K 0.06% 247
2016
Q3
$1.4M Sell
26,178
-25,882
-50% -$1.39M 0.04% 315
2016
Q2
$3.13M Buy
+52,060
New +$3.01M 0.09% 213
2014
Q4
Sell
-105,258
Closed -$9.93M 534
2014
Q3
$9.93M Buy
+105,258
New +$10.4M 0.33% 65

Other funds holding HES