Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.58M Buy
20,932
+224
+1% +$60.7K 0.95% 24
2025
Q4
$5.2M Buy
20,708
+657
+3% +$174K 0.89% 27
2025
Q3
$5.76M Sell
20,051
-52
-0.3% -$13.9K 1.02% 20
2025
Q2
$5.28M Buy
20,103
+156
+0.8% +$38K 0.97% 23
2025
Q1
$4.64M Buy
19,947
+100
+0.5% +$24.3K 0.9% 26
2024
Q4
$4.55M Sell
19,847
-838
-4% -$192K 1.13% 27
2024
Q3
$4.62M Buy
20,685
+8
+0% +$1.76K 1.09% 30
2024
Q2
$4.21M Sell
20,677
-146
-0.7% -$29.7K 1.06% 31
2024
Q1
$4.55M Sell
20,823
-571
-3% -$126K 1.11% 29
2023
Q4
$4.86M Sell
21,394
-330
-2% -$69.3K 1.2% 24
2023
Q3
$4.37M Sell
21,724
-3,832
-15% -$808K 1.15% 25
2023
Q2
$5.3M Sell
25,556
-1,041
-4% -$202K 1.34% 22
2023
Q1
$5.24M Sell
26,597
-677
-2% -$139K 1.35% 20
2022
Q4
$5.52M Buy
27,274
+729
+3% +$142K 1.46% 17
2022
Q3
$4.67M Buy
26,545
+776
+3% +$159K 1.39% 19
2022
Q2
$5.19M Buy
25,769
+1,028
+4% +$219K 1.48% 18
2022
Q1
$5.6M Sell
24,741
-1,789
-7% -$421K 1.43% 20
2021
Q4
$7.16M Sell
26,530
-6,346
-19% -$1.57M 1.64% 16
2021
Q3
$7.95M Buy
32,876
+2,626
+9% +$662K 1.87% 12
2021
Q2
$7.17M Sell
30,250
-1,467
-5% -$334K 1.78% 13
2021
Q1
$6.95M Sell
31,717
-852
-3% -$171K 1.75% 13
2020
Q4
$5.7M Buy
32,569
+117
+0.4% +$20.2K 1.46% 18
2020
Q3
$5.25M Sell
32,452
-181
-0.6% -$28.7K 1.54% 14
2020
Q2
$4.66M Sell
32,633
-6,580
-17% -$910K 1.44% 16
2020
Q1
$4.26M Buy
+39,213
New +$5.65M 1.52% 15

Other funds holding LH