Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-12,172
Closed -$364K 1312
2025
Q3
$364K Sell
12,172
-17,360
-59% -$579K 0.01% 966
2025
Q2
$877K Sell
29,532
-5,590
-16% -$161K 0.02% 833
2025
Q1
$1.07M Buy
35,122
+20,862
+146% +$702K 0.03% 753
2024
Q4
$565K Sell
14,260
-3,560
-20% -$138K 0.01% 884
2024
Q3
$691K Buy
17,820
+4,098
+30% +$166K 0.02% 835
2024
Q2
$577K Buy
+13,722
New +$468K 0.02% 854
2022
Q2
Sell
-7,982
Closed -$362K 1369
2022
Q1
$362K Sell
7,982
-4,378
-35% -$192K 0.02% 918
2021
Q4
$595K Buy
12,360
+1,200
+11% +$60.4K 0.07% 473
2021
Q3
$620K Buy
11,160
+4,740
+74% +$263K 0.08% 448
2021
Q2
$348K Buy
+6,420
New +$352K 0.12% 251
2018
Q3
Sell
-21,677
Closed -$1.2M 383
2018
Q2
$1.2M Sell
21,677
-2,378
-10% -$110K 0.25% 152
2018
Q1
$915K Buy
+24,055
New +$745K 0.18% 193
2017
Q1
Sell
-48,196
Closed -$1.22M 363
2016
Q4
$1.22M Sell
48,196
-55,587
-54% -$1.46M 0.35% 115
2016
Q3
$3.12M Buy
103,783
+26,565
+34% +$730K 0.9% 9
2016
Q2
$1.81M Buy
77,218
+40,925
+113% +$897K 0.74% 19
2016
Q1
$668K Buy
+36,293
New +$683K 0.25% 152
2014
Q1
Sell
-11,634
Closed -$284K 370
2013
Q4
$284K Buy
11,634
+2,187
+23% +$51.6K 0.08% 291
2013
Q3
$225K Buy
+9,447
New +$202K 0.06% 301

Other funds holding SRDX