Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$74K Sell
1,009
-326
-24% -$25.9K ﹤0.01% 1574
2025
Q4
$112K Buy
1,335
+289
+28% +$23.1K ﹤0.01% 1464
2025
Q3
$79K Buy
1,046
+177
+20% +$13.3K ﹤0.01% 1327
2025
Q2
$60K Buy
869
+132
+18% +$8.11K ﹤0.01% 1299
2025
Q1
$46K Buy
737
+255
+53% +$18K ﹤0.01% 1328
2024
Q4
$34K Buy
482
+165
+52% +$11.8K ﹤0.01% 1359
2024
Q3
$20K Sell
317
-55
-15% -$3.14K ﹤0.01% 1499
2024
Q2
$21K Sell
372
-822
-69% -$43.6K ﹤0.01% 1384
2024
Q1
$62K Buy
1,194
+949
+387% +$46.7K ﹤0.01% 1259
2023
Q4
$11K Sell
245
-1
-0.4% -$41 ﹤0.01% 1582
2023
Q3
$10K Buy
246
+1
+0.4% +$42 ﹤0.01% 1588
2023
Q2
$10K Buy
245
+125
+104% +$4.88K ﹤0.01% 1656
2023
Q1
$5K Buy
+120
New +$5.04K ﹤0.01% 1622
2022
Q4
Sell
-434
Closed -$17.2K 2183
2022
Q3
$15K Buy
434
+426
+5,325% +$16.8K ﹤0.01% 1449
2022
Q2
$0 Sell
8
-7
-47% -$291 ﹤0.01% 2029
2022
Q1
$1K Buy
+15
New +$720 ﹤0.01% 1794
2021
Q4
Sell
-342
Closed -$15K 1968
2021
Q3
$15K Hold
342
﹤0.01% 1292
2021
Q2
$15K Hold
342
﹤0.01% 1274
2021
Q1
$15K Hold
342
﹤0.01% 1236
2020
Q4
$12K Buy
+342
New +$10.2K ﹤0.01% 1264
2019
Q4
Sell
-74
Closed -$2K 1754
2019
Q3
$2K Buy
+74
New +$1.86K ﹤0.01% 1620
2019
Q2
Sell
-441
Closed -$10K 1832
2019
Q1
$10K Buy
441
+76
+21% +$1.72K ﹤0.01% 1505
2018
Q4
$7K Buy
+365
New +$7.56K ﹤0.01% 1719
2016
Q2
Sell
-427
Closed -$6K 1437
2016
Q1
$6K Buy
427
+164
+62% +$2.33K ﹤0.01% 1234
2015
Q4
$5K Sell
263
-12
-4% -$233 ﹤0.01% 1371
2015
Q3
$5K Sell
275
-76
-22% -$1.72K ﹤0.01% 1340
2015
Q2
$9K Buy
+351
New +$8.65K ﹤0.01% 1262
2014
Q1
Sell
-122
Closed -$3K 1368
2013
Q4
$3K Buy
+122
New +$2.34K ﹤0.01% 1241

Other funds holding SF