Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1K Hold
8
﹤0.01% 1127
2025
Q4
$1K Hold
8
﹤0.01% 1124
2025
Q3
$0 Hold
8
﹤0.01% 1501
2025
Q2
$0 Hold
8
﹤0.01% 1554
2025
Q1
$0 Buy
+8
New +$650 ﹤0.01% 1323
2024
Q4
Sell
-8
Closed 1253
2024
Q3
$0 Hold
8
﹤0.01% 1294
2024
Q2
$0 Sell
8
-13
-62% -$831 ﹤0.01% 1216
2024
Q1
$2K Hold
21
﹤0.01% 760
2023
Q4
$1K Hold
21
﹤0.01% 952
2023
Q3
$1K Hold
21
﹤0.01% 723
2023
Q2
$1K Hold
21
﹤0.01% 639
2023
Q1
$1K Hold
21
﹤0.01% 480
2022
Q4
$0 Hold
21
﹤0.01% 525
2022
Q3
$1K Hold
21
﹤0.01% 483
2022
Q2
$1K Buy
+21
New +$868 ﹤0.01% 483

Other funds holding SANM