Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$483K Buy
19,854
+3,009
+18% +$87.2K 0.04% 526
2025
Q4
$497K Sell
16,845
-238
-1% -$7.22K 0.04% 503
2025
Q3
$526K Sell
17,083
-63
-0.4% -$2.06K 0.04% 483
2025
Q2
$494K Sell
17,146
-47
-0.3% -$1.37K 0.04% 491
2025
Q1
$466K Buy
17,193
+17,180
+132,154% +$490K 0.04% 476
2024
Q4
$377 Sell
13
-11,315
-100% -$320K 0.03% 551
2024
Q3
$359K Sell
11,328
-116
-1% -$3.68K 0.03% 580
2024
Q2
$368K Buy
11,444
+1,703
+17% +$57.6K 0.03% 544
2024
Q1
$362K Sell
9,741
-53
-0.5% -$1.82K 0.03% 539
2023
Q4
$302K Sell
9,794
-673
-6% -$21.2K 0.03% 584
2023
Q3
$352K Buy
+10,467
New +$337K 0.04% 490

Other funds holding HMC