Legacy Advisors’s HubSpot HUBS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,076	Closed	-$615K	–	190
2025 Q1	$615K	Buy	1,076 +2	+0.2%	+$1.14K	0.06%	234
2024 Q4	$748K	Sell	1,074 -71	-6%	-$49.5K	0.07%	202
2024 Q3	$609K	Sell	1,145 -99	-8%	-$52.6K	0.07%	220
2024 Q2	$734K	Sell	1,244 -105	-8%	-$61.9K	0.09%	168
2024 Q1	$845K	Sell	1,349 -34	-2%	-$21.3K	0.11%	153
2023 Q4	$803K	Buy	1,383 +4	+0.3%	+$2.32K	0.1%	152
2023 Q3	$679K	Hold	1,379	–	–	0.11%	155
2023 Q2	$734K	Hold	1,379	–	–	0.11%	142
2023 Q1	$591K	Hold	1,379	–	–	0.11%	135
2022 Q4	$399K	Buy	1,379 +2	+0.1%	+$578	0.07%	165
2022 Q3	$372K	Sell	1,377 -5	-0.4%	-$1.35K	0.08%	152
2022 Q2	$415K	Buy	1,382 +2	+0.1%	+$601	0.09%	136
2022 Q1	$655K	Buy	1,380 +3	+0.2%	+$1.42K	0.13%	102
2021 Q4	$908K	Hold	1,377	–	–	0.33%	43
2021 Q3	$931K	Buy	1,377 +1	+0.1%	+$676	0.37%	43
2021 Q2	$802K	Hold	1,376	–	–	0.33%	47
2021 Q1	$625K	Hold	1,376	–	–	0.28%	54
2020 Q4	$546K	Hold	1,376	–	–	0.31%	56
2020 Q3	$402K	Hold	1,376	–	–	0.27%	62
2020 Q2	$309K	Buy	+1,376	New	+$309K	0.25%	72
2020 Q1	–	Sell	-1,376	Closed	-$218K	–	113
2019 Q4	$218K	Hold	1,376	–	–	0.14%	125
2019 Q3	$209K	Hold	1,376	–	–	0.16%	103
2019 Q2	$235K	Sell	1,376 -1,376	-50%	-$235K	0.16%	99
2019 Q1	$458K	Buy	+2,752	New	+$458K	0.15%	110
2018 Q4	–	Sell	-1,376	Closed	-$208K	–	235
2018 Q3	$208K	Hold	1,376	–	–	0.1%	132
2018 Q2	$173K	Hold	1,376	–	–	0.13%	95
2018 Q1	$153K	Buy	+1,376	New	+$153K	0.11%	95