Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$210K Sell
1,225
-1
-0.1% -$206 0.04% 185
2025
Q4
$298K Sell
1,226
-284
-19% -$72.4K 0.05% 139
2025
Q3
$403K Sell
1,510
-1,042
-41% -$293K 0.07% 107
2025
Q2
$776K Buy
2,552
+123
+5% +$35.2K 0.13% 82
2025
Q1
$652K Buy
2,429
+799
+49% +$218K 0.13% 94
2024
Q4
$401K Buy
1,630
+45
+3% +$10.7K 0.09% 119
2024
Q3
$363K Sell
1,585
-336
-17% -$71.4K 0.08% 129
2024
Q2
$387K Buy
1,921
+33
+2% +$6.23K 0.09% 123
2024
Q1
$368K Sell
1,888
-65
-3% -$11.5K 0.1% 121
2023
Q4
$302K Buy
1,953
+126
+7% +$18.2K 0.09% 123
2023
Q3
$236K Buy
1,827
+343
+23% +$46.7K 0.09% 141
2023
Q2
$203K Sell
1,484
-100
-6% -$13.2K 0.07% 178
2023
Q1
$200K Buy
+1,584
New +$186K 0.09% 139

Other funds holding SAP