Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,900
Closed -$2.06M 10498
2025
Q1
$2.06M Sell
12,900
-229,500
-95% -$33.7M ﹤0.01% 4679
2024
Q4
$32.2M Buy
242,400
+50,000
+26% +$6.98M 0.01% 1860
2024
Q3
$26.1M Hold
192,400
0.01% 1619
2024
Q2
$28.4M Sell
192,400
-49,100
-20% -$7.53M 0.01% 1415
2024
Q1
$36.9M Sell
241,500
-24,100
-9% -$3.5M 0.01% 1241
2023
Q4
$38.3M Sell
265,600
-6,800
-2% -$997K 0.02% 1141
2023
Q3
$41.7M Buy
272,400
+137,400
+102% +$20.7M 0.02% 966
2023
Q2
$18.4M Sell
135,000
-99,000
-42% -$13.5M 0.01% 1513
2023
Q1
$31M Sell
234,000
-199,000
-46% -$27.7M 0.01% 1072
2022
Q4
$61.4M Hold
433,000
0.03% 703
2022
Q3
$47.2M Buy
433,000
+70,000
+19% +$7.76M 0.03% 726
2022
Q2
$38.5M Sell
363,000
-10,000
-3% -$1.13M 0.02% 888
2022
Q1
$39.9M Sell
373,000
-180,700
-33% -$17.1M 0.02% 974
2021
Q4
$41M Buy
553,700
+293,700
+113% +$23.8M 0.02% 1080
2021
Q3
$20.3M Buy
260,000
+50,000
+24% +$3.68M 0.01% 1496
2021
Q2
$18.3M Hold
210,000
0.01% 1557
2021
Q1
$14.9M Sell
210,000
-85,000
-29% -$5.44M 0.01% 1640
2020
Q4
$15.6M Sell
295,000
-799,900
-73% -$36.4M 0.01% 1516
2020
Q3
$44.8M Buy
1,094,900
+989,900
+943% +$47M 0.02% 700
2020
Q2
$5.44M Buy
105,000
+35,000
+50% +$1.6M ﹤0.01% 1974
2020
Q1
$2.33M Buy
70,000
+18,000
+35% +$974K ﹤0.01% 2618
2019
Q4
$3.47M Sell
52,000
-60,000
-54% -$3.93M ﹤0.01% 2961
2019
Q3
$6.77M Sell
112,000
-29,600
-21% -$1.84M ﹤0.01% 2100
2019
Q2
$9M Buy
141,600
+50,500
+55% +$3.12M ﹤0.01% 1849
2019
Q1
$5.49M Sell
91,100
-302,700
-77% -$16.7M ﹤0.01% 2132
2018
Q4
$15.9M Buy
393,800
+48,800
+14% +$2.78M 0.01% 1243
2018
Q3
$24.7M Sell
345,000
-200,000
-37% -$13.2M 0.01% 1066
2018
Q2
$36.5M Buy
545,000
+186,200
+52% +$11.1M 0.02% 827
2018
Q1
$18.2M Sell
358,800
-509,700
-59% -$25M 0.01% 1230
2017
Q4
$41.2M Buy
868,500
+286,200
+49% +$12.9M 0.02% 760
2017
Q3
$27.3M Buy
582,300
+502,300
+628% +$21.2M 0.02% 923
2017
Q2
$3.51M Buy
80,000
+25,000
+45% +$1.17M ﹤0.01% 2467
2017
Q1
$2.65M Buy
55,000
+32,500
+144% +$1.72M ﹤0.01% 2675
2016
Q4
$1.4M Sell
22,500
-20,300
-47% -$1.11M ﹤0.01% 3245
2016
Q3
$2.29M Buy
+42,800
New +$2.29M ﹤0.01% 2716
2016
Q2
Sell
-101,200
Closed -$5.33M 7823
2016
Q1
$5.33M Buy
101,200
+100,100
+9,100% +$4.42M ﹤0.01% 1811
2015
Q4
$53K Sell
1,100
-500
-31% -$28.4K ﹤0.01% 5759
2015
Q3
$80K Sell
1,600
-200
-11% -$11.4K ﹤0.01% 5407
2015
Q2
$120K Sell
1,800
-34,100
-95% -$2.42M ﹤0.01% 5256
2015
Q1
$2.44M Sell
35,900
-7,100
-17% -$506K ﹤0.01% 2756
2014
Q4
$3.17M Buy
+43,000
New +$3.41M ﹤0.01% 2473

Other funds holding HES