Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.99M | Buy |
57,102
+1,257
| +2% | +$169K | ﹤0.01% | 1401 |
|
|
2025
Q4 | $7.15M | Buy |
55,845
+3,303
| +6% | +$437K | ﹤0.01% | 1280 |
|
|
2025
Q3 | $7.59M | Sell |
52,542
-29,618
| -36% | -$4.01M | ﹤0.01% | 1177 |
|
|
2025
Q2 | $9.21M | Buy |
82,160
+22,150
| +37% | +$2.41M | ﹤0.01% | 1399 |
|
|
2025
Q1 | $6.85M | Sell |
60,010
-62,385
| -51% | -$7.66M | ﹤0.01% | 1407 |
|
|
2024
Q4 | $16.3M | Sell |
122,395
-2,151
| -2% | -$339K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $21.3M | Buy |
124,546
+70,278
| +130% | +$10.7M | 0.01% | 918 |
|
|
2024
Q2 | $6.63M | Buy |
54,268
+22,164
| +69% | +$2.71M | ﹤0.01% | 1337 |
|
|
2024
Q1 | $4.38M | Sell |
32,104
-967
| -3% | -$123K | ﹤0.01% | 1319 |
|
|
2023
Q4 | $4.56M | Buy |
33,071
+1,359
| +4% | +$136K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $2.67M | Buy |
31,712
+4,432
| +16% | +$410K | ﹤0.01% | 1479 |
|
|
2023
Q2 | $1.72M | Hold |
27,280
| – | – | ﹤0.01% | 1738 |
|
|
2023
Q1 | $1.72M | Buy |
+27,280
| New | +$1.57M | ﹤0.01% | 1738 |
|
|
2022
Q4 | – | Sell |
-25,297
| Closed | -$917K | – | 2679 |
|
|
2022
Q3 | $917K | Buy |
25,297
+628
| +3% | +$27.1K | ﹤0.01% | 2020 |
|
|
2022
Q2 | $978K | Buy |
24,669
+1,877
| +8% | +$81.6K | ﹤0.01% | 1980 |
|
|
2022
Q1 | $1.01M | Hold |
22,792
| – | – | ﹤0.01% | 2137 |
|
|
2021
Q4 | $1.42M | Sell |
22,792
-5,991
| -21% | -$358K | ﹤0.01% | 2030 |
|
|
2021
Q3 | $1.66M | Buy |
28,783
+5,419
| +23% | +$332K | ﹤0.01% | 1914 |
|
|
2021
Q2 | $1.37M | Sell |
23,364
-1,244
| -5% | -$80.3K | ﹤0.01% | 2028 |
|
|
2021
Q1 | $1.45M | Sell |
24,608
-1,564
| -6% | -$81.2K | ﹤0.01% | 1901 |
|
|
2020
Q4 | $1.16M | Sell |
26,172
-29,056
| -53% | -$1.31M | ﹤0.01% | 1916 |
|
|
2020
Q3 | $2.54M | Sell |
55,228
-647
| -1% | -$26.9K | ﹤0.01% | 1450 |
|
|
2020
Q2 | $1.92M | Sell |
55,875
-1,990
| -3% | -$54.5K | ﹤0.01% | 1527 |
|
|
2020
Q1 | $957K | Sell |
57,865
-1,731
| -3% | -$62.6K | ﹤0.01% | 1715 |
|
|
2019
Q4 | $2.35M | Buy |
59,596
+20,171
| +51% | +$844K | ﹤0.01% | 1523 |
|
|
2019
Q3 | $1.48M | Buy |
39,425
+6,175
| +19% | +$212K | ﹤0.01% | 1751 |
|
|
2019
Q2 | $949K | Buy |
33,250
+5,612
| +20% | +$158K | ﹤0.01% | 1908 |
|
|
2019
Q1 | $736K | Buy |
27,638
+9,743
| +54% | +$254K | ﹤0.01% | 1942 |
|
|
2018
Q4 | $376K | Buy |
17,895
+2,296
| +15% | +$53K | ﹤0.01% | 2115 |
|
|
2018
Q3 | $373K | Hold |
15,599
| – | – | ﹤0.01% | 2202 |
|
|
2018
Q2 | $413K | Sell |
15,599
-1,693
| -10% | -$50.5K | ﹤0.01% | 2175 |
|
|
2018
Q1 | $551K | Buy |
17,292
+7,393
| +75% | +$243K | ﹤0.01% | 1994 |
|
|
2017
Q4 | $341K | Hold |
9,899
| – | – | ﹤0.01% | 2083 |
|
|
2017
Q3 | $265K | Buy |
+9,899
| New | +$257K | ﹤0.01% | 2132 |
|
|
2016
Q4 | – | Sell |
-12,099
| Closed | -$285K | – | 2593 |
|
|
2016
Q3 | $285K | Hold |
12,099
| – | – | ﹤0.01% | 2295 |
|
|
2016
Q2 | $228K | Hold |
12,099
| – | – | ﹤0.01% | 2374 |
|
|
2016
Q1 | $226K | Sell |
12,099
-1,000
| -8% | -$18K | ﹤0.01% | 2373 |
|
|
2015
Q4 | $287K | Hold |
13,099
| – | – | ﹤0.01% | 2358 |
|
|
2015
Q3 | $309K | Hold |
13,099
| – | – | ﹤0.01% | 2270 |
|
|
2015
Q2 | $323K | Buy |
13,099
+400
| +3% | +$9.52K | ﹤0.01% | 2324 |
|
|
2015
Q1 | $303K | Buy |
12,699
+3,000
| +31% | +$65.6K | ﹤0.01% | 2253 |
|
|
2014
Q4 | $223K | Buy |
+9,699
| New | +$211K | ﹤0.01% | 2415 |
|
|
2014
Q3 | – | Sell |
-9,699
| Closed | -$235K | – | 2578 |
|
|
2014
Q2 | $235K | Hold |
9,699
| – | – | ﹤0.01% | 2324 |
|
|
2014
Q1 | $217K | Hold |
9,699
| – | – | ﹤0.01% | 2387 |
|
|
2013
Q4 | $247K | Sell |
9,699
-100
| -1% | -$2.11K | ﹤0.01% | 2262 |
|
|
2013
Q3 | $202K | Hold |
9,799
| – | – | ﹤0.01% | 2320 |
|
|
2013
Q2 | $225K | Buy |
+9,799
| New | +$238K | ﹤0.01% | 2198 |
|
Other funds holding MHO
DSC
VCM
VPM
