Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.85M Sell
21,714
-61,933
-74% -$5.25M 0.01% 570
2025
Q4
$6.58M Buy
83,647
+749
+0.9% +$53.6K 0.04% 243
2025
Q3
$5.91M Buy
82,898
+26,439
+47% +$1.72M 0.04% 255
2025
Q2
$3.4M Buy
56,459
+44,003
+353% +$2.5M 0.02% 339
2025
Q1
$713K Sell
12,456
-2,492
-17% -$136K 0.01% 582
2024
Q4
$739K Sell
14,948
-1
-0% -$46 0.01% 556
2024
Q3
$667K Buy
14,949
+1
+0% +$43 0.01% 568
2024
Q2
$655K Sell
14,948
-261
-2% -$11.2K 0.01% 554
2024
Q1
$601K Buy
15,209
+250
+2% +$9.76K ﹤0.01% 583
2023
Q4
$606K Sell
14,959
-5,060
-25% -$196K 0.01% 506
2023
Q3
$781K Buy
20,019
+1,700
+9% +$67K 0.01% 442
2023
Q2
$732K Sell
18,319
-45
-0.2% -$1.68K 0.01% 467
2023
Q1
$637K Buy
18,364
+235
+1% +$8.43K 0.01% 490
2022
Q4
$576K Buy
18,129
+500
+3% +$14.2K 0.01% 499
2022
Q3
$465K Hold
17,629
0.01% 524
2022
Q2
$578K Sell
17,629
-800
-4% -$25.9K 0.01% 510
2022
Q1
$651K Buy
18,429
+3,700
+25% +$128K 0.01% 529
2021
Q4
$470K Buy
+14,729
New +$430K ﹤0.01% 620

Other funds holding HSBC