Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.63M Buy
49,624
+12,015
+32% +$1.31M 0.07% 189
2026
Q1
$4.07M Sell
37,609
-1,907
-5% -$220K 0.07% 192
2025
Q4
$3.95M Sell
39,516
-6,994
-15% -$632K 0.07% 194
2025
Q3
$3.92M Buy
46,510
+21,016
+82% +$1.47M 0.08% 185
2025
Q2
$1.49M Buy
25,494
+4,379
+21% +$234K 0.03% 361
2025
Q1
$1.02M Buy
+21,115
New +$927K 0.03% 393
2024
Q4
Sell
-5,201
Closed -$278K 798
2024
Q3
$278K Buy
+5,201
New +$258K 0.01% 637
2023
Q3
Sell
-25,146
Closed -$1.07M 661
2023
Q2
$1.07M Buy
25,146
+3,131
+14% +$142K 0.05% 279
2023
Q1
$1.08M Buy
22,015
+2,176
+11% +$105K 0.05% 263
2022
Q4
$989K Buy
19,839
+10,881
+121% +$486K 0.05% 277
2022
Q3
$392K Buy
+8,958
New +$419K 0.02% 428

Other funds holding NEM