Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.94M Buy
140,576
+55,663
+66% +$1.3M 0.09% 94
2025
Q4
$1.69M Buy
84,913
+32,477
+62% +$549K 0.06% 111
2025
Q3
$794K Sell
52,436
-208,408
-80% -$2.39M 0.03% 133
2025
Q2
$2.77M Buy
260,844
+197,182
+310% +$1.64M 0.14% 84
2025
Q1
$483K Hold
63,662
0.03% 129
2024
Q4
$516K Buy
63,662
+2,162
+4% +$19.4K 0.03% 129
2024
Q3
$566K Hold
61,500
0.04% 107
2024
Q2
$557K Sell
61,500
-17,300
-22% -$150K 0.04% 100
2024
Q1
$552K Hold
78,800
0.04% 96
2023
Q4
$434K Hold
78,800
0.04% 99
2023
Q3
$384K Hold
78,800
0.03% 105
2023
Q2
$378K Hold
78,800
0.03% 108
2023
Q1
$413K Hold
78,800
0.04% 103
2022
Q4
$398K Hold
78,800
0.04% 107
2022
Q3
$317K Buy
78,800
+68,200
+643% +$273K 0.03% 114
2022
Q2
$43K Buy
+10,600
New +$63.3K ﹤0.01% 135
2017
Q3
Sell
-45,000
Closed -$259K 132
2017
Q2
$259K Hold
45,000
0.03% 155
2017
Q1
$295K Buy
+45,000
New +$336K 0.03% 158
2015
Q3
Sell
-10,000
Closed -$83K 144
2015
Q2
$83K Buy
+10,000
New +$91.9K 0.01% 132
2013
Q4
Sell
-22,000
Closed -$181K 139
2013
Q3
$181K Sell
22,000
-171,000
-89% -$1.21M 0.03% 119
2013
Q2
$1.27M Buy
+193,000
New +$1.54M 0.24% 74

Other funds holding HBM