Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$712K Sell
34,047
-389
-1% -$9.09K 0.01% 485
2025
Q4
$684K Sell
34,436
-6,119
-15% -$103K 0.01% 486
2025
Q3
$615K Sell
40,555
-602
-1% -$6.89K 0.01% 522
2025
Q2
$437K Sell
41,157
-128
-0.3% -$1.07K 0.01% 608
2025
Q1
$313K Sell
41,285
-3,604
-8% -$29.4K 0.01% 702
2024
Q4
$364K Sell
44,889
-1,666
-4% -$14.9K 0.01% 645
2024
Q3
$428K Buy
46,555
+3,474
+8% +$28K 0.01% 576
2024
Q2
$390K Buy
43,081
+431
+1% +$3.74K 0.01% 582
2024
Q1
$299K Buy
42,650
+5,517
+15% +$32.1K 0.01% 686
2023
Q4
$205K Buy
37,133
+1,399
+4% +$6.56K ﹤0.01% 783
2023
Q3
$174K Sell
35,734
-304
-0.8% -$1.54K ﹤0.01% 797
2023
Q2
$173K Buy
36,038
+2,385
+7% +$11.7K ﹤0.01% 815
2023
Q1
$177K Buy
33,653
+648
+2% +$3.41K ﹤0.01% 772
2022
Q4
$167K Sell
33,005
-3,080
-9% -$14.8K ﹤0.01% 771
2022
Q3
$145K Buy
36,085
+34,054
+1,677% +$136K 0.01% 792
2022
Q2
$8K Sell
2,031
-8,417
-81% -$50.2K ﹤0.01% 2226
2022
Q1
$82K Buy
10,448
+5,169
+98% +$40.1K ﹤0.01% 1132
2021
Q4
$38K Buy
5,279
+2,781
+111% +$19.3K ﹤0.01% 1468
2021
Q3
$16K Buy
2,498
+279
+13% +$1.77K ﹤0.01% 1855
2021
Q2
$15K Buy
2,219
+393
+22% +$2.94K ﹤0.01% 1836
2021
Q1
$13K Buy
1,826
+226
+14% +$1.55K ﹤0.01% 1738
2020
Q4
$11K Buy
+1,600
New +$9.04K ﹤0.01% 1661

Other funds holding HBM