Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$51.6M Buy
794,590
+212,450
+36% +$12.9M 0.02% 720
2025
Q4
$30.5M Sell
582,140
-11,830
-2% -$625K 0.01% 1014
2025
Q3
$29.7M Buy
593,970
+149,732
+34% +$7.79M 0.01% 1018
2025
Q2
$23.8M Buy
444,238
+442,987
+35,411% +$24.5M 0.01% 1034
2025
Q1
$72.6K Sell
1,251
-464,768
-100% -$26.3M ﹤0.01% 4506
2024
Q4
$24M Buy
466,019
+29,731
+7% +$1.57M 0.01% 1030
2024
Q3
$23.4M Buy
436,288
+436,240
+908,833% +$23.7M 0.01% 985
2024
Q2
$2.71K Sell
48
-10,717
-100% -$584K ﹤0.01% 4619
2024
Q1
$649K Hold
10,765
﹤0.01% 3429
2023
Q4
$645K Sell
10,765
-2
-0% -$106 ﹤0.01% 3720
2023
Q3
$527K Buy
10,767
+8
+0.1% +$363 ﹤0.01% 2776
2023
Q2
$469K Hold
10,759
﹤0.01% 2793
2023
Q1
$472K Sell
10,759
-18,160
-63% -$818K ﹤0.01% 3308
2022
Q4
$1.25M Buy
28,919
+5,828
+25% +$246K ﹤0.01% 2631
2022
Q3
$900K Buy
23,091
+3,344
+17% +$132K ﹤0.01% 2321
2022
Q2
$734K Buy
19,747
+11,093
+128% +$451K ﹤0.01% 2576
2022
Q1
$353K Sell
8,654
-2,685
-24% -$114K ﹤0.01% 3111
2021
Q4
$462K Buy
11,339
+166
+1% +$6.58K ﹤0.01% 3243
2021
Q3
$417K Sell
11,173
-1,163
-9% -$43.2K ﹤0.01% 3278
2021
Q2
$465K Sell
12,336
-1,218
-9% -$43.2K ﹤0.01% 3117
2021
Q1
$432K Buy
13,554
+55
+0.4% +$1.72K ﹤0.01% 3264
2020
Q4
$389K Sell
13,499
-1,446
-10% -$39.2K ﹤0.01% 3391
2020
Q3
$365K Sell
14,945
-3
-0% -$76 ﹤0.01% 3455
2020
Q2
$341K Buy
14,948
+10,783
+259% +$251K ﹤0.01% 3637
2020
Q1
$65K Sell
4,165
-9,744
-70% -$261K ﹤0.01% 5062
2019
Q4
$425K Sell
13,909
-12,379
-47% -$390K ﹤0.01% 4434
2019
Q3
$826K Sell
26,288
-4,035
-13% -$129K ﹤0.01% 3837
2019
Q2
$948K Sell
30,323
-36,411
-55% -$1.12M ﹤0.01% 3732
2019
Q1
$2.08M Buy
66,734
+51,260
+331% +$1.53M ﹤0.01% 2528
2018
Q4
$421K Sell
15,474
-7,102
-31% -$198K ﹤0.01% 3963
2018
Q3
$667K Buy
22,576
+1,760
+8% +$47.4K ﹤0.01% 4024
2018
Q2
$520K Sell
20,816
-2,528
-11% -$67.1K ﹤0.01% 3915
2018
Q1
$596K Buy
23,344
+4,316
+23% +$127K ﹤0.01% 3789
2017
Q4
$541K Sell
19,028
-77,432
-80% -$2.33M ﹤0.01% 3746
2017
Q3
$3M Sell
96,460
-7,599
-7% -$237K 0.01% 1958
2017
Q2
$3.19M Buy
104,059
+6,851
+7% +$204K 0.01% 1830
2017
Q1
$2.35M Buy
97,208
+59,482
+158% +$1.58M 0.01% 1936
2016
Q4
$1.01M Sell
37,726
-82,441
-69% -$2.15M ﹤0.01% 2732
2016
Q3
$3.49M Buy
120,167
+10,997
+10% +$331K 0.01% 1559
2016
Q2
$3.27M Buy
109,170
+68,932
+171% +$2.26M 0.01% 1616
2016
Q1
$1.33M Sell
40,238
-5,143
-11% -$164K ﹤0.01% 2290
2015
Q4
$1.77M Buy
45,381
+13,352
+42% +$481K 0.01% 2115
2015
Q3
$1.06M Sell
32,029
-2,172
-6% -$83.1K ﹤0.01% 2655
2015
Q2
$1.54M Sell
34,201
-15,365
-31% -$739K ﹤0.01% 2464
2015
Q1
$2.53M Buy
49,566
+1,433
+3% +$72.4K 0.01% 2097
2014
Q4
$2.36M Buy
48,133
+43,008
+839% +$2.01M ﹤0.01% 2376
2014
Q3
$282K Buy
5,125
+709
+16% +$37.4K ﹤0.01% 4439
2014
Q2
$203K Buy
+4,416
New +$188K ﹤0.01% 4801

Other funds holding SUN