Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-10,030
Closed -$300K 2294
2025
Q3
$300K Sell
10,030
-4,952
-33% -$165K 0.02% 1152
2025
Q2
$445K Buy
14,982
+7,399
+98% +$213K 0.04% 656
2025
Q1
$232K Buy
+7,583
New +$255K 0.03% 912
2024
Q4
Sell
-1,072
Closed -$41.6K 1994
2024
Q3
$41.6K Buy
1,072
+1,071
+107,100% +$43.3K ﹤0.01% 1445
2024
Q2
$42 Buy
+1
New +$34 ﹤0.01% 1499
2024
Q1
Sell
-25
Closed -$909 1796
2023
Q4
$909 Buy
+25
New +$819 ﹤0.01% 1030

Other funds holding SRDX