Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.14M Buy
238,302
+4,588
+2% +$29.7K ﹤0.01% 5452
2025
Q4
$1.91M Sell
233,714
-70,026
-23% -$451K ﹤0.01% 5021
2025
Q3
$1.79M Buy
303,740
+124,297
+69% +$881K ﹤0.01% 5059
2025
Q2
$1.51M Buy
179,443
+1,851
+1% +$13.5K ﹤0.01% 5094
2025
Q1
$1.13M Buy
177,592
+175,841
+10,042% +$1.52M ﹤0.01% 5184
2024
Q4
$15.4K Sell
1,751
-8,772
-83% -$89.1K ﹤0.01% 8044
2024
Q3
$93.5K Buy
10,523
+10,516
+150,229% +$104K ﹤0.01% 6419
2024
Q2
$71 Sell
7
-58
-89% -$759 ﹤0.01% 9203
2024
Q1
$1.03K Buy
65
+58
+829% +$838 ﹤0.01% 8262
2023
Q4
$108 Sell
7
-678
-99% -$12.6K ﹤0.01% 8921
2023
Q3
$13.8K Buy
685
+678
+9,686% +$9.98K ﹤0.01% 6977
2023
Q2
$99 Hold
7
﹤0.01% 8513
2023
Q1
$101 Sell
7
-1,888
-100% -$30.6K ﹤0.01% 9242
2022
Q4
$21.6K Buy
1,895
+1,507
+388% +$24.9K ﹤0.01% 7568
2022
Q3
$7K Buy
+388
New +$10.5K ﹤0.01% 8858
2022
Q2
Sell
-590
Closed -$18K 10404
2022
Q1
$18K Sell
590
-547
-48% -$20K ﹤0.01% 7566
2021
Q4
$51K Buy
1,137
+463
+69% +$29.3K ﹤0.01% 6871
2021
Q3
$56K Buy
+674
New +$59K ﹤0.01% 6246

Other funds holding HELP