Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$907K Buy
5,545
+4,114
+287% +$632K 0.04% 436
2025
Q4
$249K Sell
1,431
-5,940
-81% -$1.08M 0.01% 502
2025
Q3
$1.06M Sell
7,371
-287
-4% -$35.2K 0.04% 325
2025
Q2
$771K Buy
+7,658
New +$586K 0.02% 352
2025
Q1
Sell
-104,179
Closed -$7.97M 583
2024
Q4
$7.19M Buy
104,179
+92,953
+828% +$6.69M 0.25% 167
2024
Q3
$819K Buy
+11,226
New +$828K 0.04% 308
2024
Q2
Sell
-18,221
Closed -$707K 550
2024
Q1
$494K Sell
18,221
-7,793
-30% -$218K 0.02% 322
2023
Q4
$806K Sell
26,014
-647
-2% -$16.8K 0.05% 242
2023
Q3
$673K Buy
26,661
+8,581
+47% +$196K 0.03% 259
2023
Q2
$381K Buy
18,080
+439
+2% +$8.33K 0.02% 304
2023
Q1
$301K Sell
17,641
-15,623
-47% -$304K 0.02% 299
2022
Q4
$665K Sell
33,264
-150,383
-82% -$2.91M 0.05% 260
2022
Q3
$3.96M Buy
+183,647
New +$4.4M 0.3% 142
2020
Q4
Hold
0
443
2020
Q3
Hold
0
364
2019
Q4
Hold
0
335
2019
Q3
Hold
0
343
2019
Q2
Sell
-33,957
Closed -$987K 325
2019
Q1
$987K Sell
33,957
-107,336
-76% -$2.78M 0.09% 201
2018
Q4
$1.85M Buy
+141,293
New +$2.25M 0.24% 147
2018
Q3
Sell
-45,807
Closed -$1.08M 343
2018
Q2
$1.08M Sell
45,807
-219,316
-83% -$5.65M 0.1% 250
2018
Q1
$5.97M Buy
265,123
+245,229
+1,233% +$6.45M 0.51% 107
2017
Q4
$620K Sell
19,894
-67,894
-77% -$2.01M 0.06% 259
2017
Q3
$2.74M Sell
87,788
-57,300
-39% -$1.09M 0.26% 169
2017
Q2
$2.49M Sell
145,088
-75,992
-34% -$1.3M 0.26% 161
2017
Q1
$3.87M Buy
+221,080
New +$3.41M 0.37% 150
2015
Q2
Sell
-9,000
Closed -$187K 297
2015
Q1
$187K Buy
+9,000
New +$159K 0.02% 263
2014
Q3
Sell
-8,750
Closed -$175K 324
2014
Q2
$175K Sell
8,750
-26,250
-75% -$389K 0.03% 224
2014
Q1
$666K Sell
35,000
-30,000
-46% -$570K 0.11% 219
2013
Q4
$1.1M Buy
+65,000
New +$995K 0.31% 156

Other funds holding INSM