Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-14,280
Closed -$185K 2180
2025
Q4
$185K Sell
14,280
-65,344
-82% -$698K ﹤0.01% 1763
2025
Q3
$587K Buy
79,624
+43,974
+123% +$437K 0.01% 1224
2025
Q2
$391K Sell
35,650
-19,150
-35% -$222K ﹤0.01% 1314
2025
Q1
$602K Sell
54,800
-11,315
-17% -$129K 0.01% 1001
2024
Q4
$789K Buy
66,115
+49,865
+307% +$518K 0.02% 858
2024
Q3
$131K Buy
+16,250
New +$116K ﹤0.01% 1506
2024
Q2
Sell
-64,889
Closed -$433K 2061
2024
Q1
$433K Buy
64,889
+9,287
+17% +$62.9K 0.01% 1259
2023
Q4
$394K Buy
55,602
+16,402
+42% +$105K 0.01% 1193
2023
Q3
$236K Buy
+39,200
New +$252K 0.01% 1432
2023
Q2
Sell
-17,300
Closed -$120K 2002
2023
Q1
$120K Buy
+17,300
New +$120K ﹤0.01% 1419
2022
Q4
Sell
-16,100
Closed -$100K 1841
2022
Q3
$100K Buy
+16,100
New +$95.9K ﹤0.01% 1442
2022
Q2
Sell
-11,800
Closed -$67K 1833
2022
Q1
$67K Buy
+11,800
New +$70.5K ﹤0.01% 1447
2021
Q3
Sell
-14,523
Closed -$99K 1316
2021
Q2
$99K Buy
14,523
+1,523
+12% +$9.8K 0.01% 980
2021
Q1
$82K Buy
+13,000
New +$73.9K 0.01% 853

Other funds holding LOMA