Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.48M Sell
453,745
-414,485
-48% -$9.69M 2.87% 15
2025
Q4
$17.2M Hold
868,230
4.8% 4
2025
Q3
$13.2M Sell
868,230
-44,500
-5% -$510K 4.67% 10
2025
Q2
$9.68M Buy
912,730
+52,700
+6% +$439K 4.05% 10
2025
Q1
$6.53M Buy
860,030
+150,718
+21% +$1.23M 2.81% 14
2024
Q4
$5.75M Buy
709,312
+100,990
+17% +$906K 2.65% 19
2024
Q3
$5.59M Buy
608,322
+3,300
+0.5% +$26.6K 2.5% 16
2024
Q2
$5.48M Sell
605,022
-28,900
-5% -$251K 2.61% 16
2024
Q1
$4.44M Sell
633,922
-500
-0.1% -$2.91K 1.96% 19
2023
Q4
$3.5M Buy
634,422
+23,743
+4% +$111K 1.35% 25
2023
Q3
$2.97M Hold
610,679
1.17% 25
2023
Q2
$2.93M Buy
610,679
+184,416
+43% +$901K 1.07% 31
2023
Q1
$2.24M Buy
+426,263
New +$2.24M 0.91% 29

Other funds holding HBM