Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.59M Sell
75,921
-994
-1% -$23.2K ﹤0.01% 1659
2025
Q4
$1.53M Buy
76,915
+5,189
+7% +$87.8K ﹤0.01% 1660
2025
Q3
$1.09M Sell
71,726
-6,211
-8% -$71.1K ﹤0.01% 1836
2025
Q2
$827K Buy
77,937
+20,448
+36% +$170K ﹤0.01% 1948
2025
Q1
$436K Sell
57,489
-19,728
-26% -$161K ﹤0.01% 2314
2024
Q4
$625K Buy
77,217
+21,530
+39% +$193K ﹤0.01% 2002
2024
Q3
$513K Sell
55,687
-3,129
-5% -$25.2K ﹤0.01% 2108
2024
Q2
$532K Buy
58,816
+1,258
+2% +$10.9K ﹤0.01% 1999
2024
Q1
$403K Buy
57,558
+16,643
+41% +$96.8K ﹤0.01% 2205
2023
Q4
$226K Sell
40,915
-9,004
-18% -$42.2K ﹤0.01% 2592
2023
Q3
$243K Sell
49,919
-391
-0.8% -$1.98K ﹤0.01% 2343
2023
Q2
$241K Buy
50,310
+26,313
+110% +$129K ﹤0.01% 2300
2023
Q1
$126K Buy
23,997
+5,471
+30% +$28.8K ﹤0.01% 2529
2022
Q4
$94K Buy
18,526
+818
+5% +$3.94K ﹤0.01% 2530
2022
Q3
$71K Buy
+17,708
New +$70.9K ﹤0.01% 2267

Other funds holding HBM