Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,148,587
Closed -$34.3M 5637
2025
Q3
$34.3M Buy
1,148,587
+1,296
+0.1% +$43.3K ﹤0.01% 2748
2025
Q2
$34.1M Sell
1,147,291
-9,934
-0.9% -$286K ﹤0.01% 2703
2025
Q1
$35.3M Buy
1,157,225
+2,879
+0.2% +$96.9K ﹤0.01% 2574
2024
Q4
$45.7M Sell
1,154,346
-15,324
-1% -$596K ﹤0.01% 2499
2024
Q3
$45.4M Sell
1,169,670
-1,162
-0.1% -$47K ﹤0.01% 2524
2024
Q2
$49.2M Buy
1,170,832
+118,871
+11% +$4.06M ﹤0.01% 2417
2024
Q1
$30.9M Sell
1,051,961
-28,327
-3% -$903K ﹤0.01% 2739
2023
Q4
$39.3M Buy
1,080,288
+57,385
+6% +$1.88M ﹤0.01% 2630
2023
Q3
$32.8M Buy
1,022,903
+17,345
+2% +$589K ﹤0.01% 2653
2023
Q2
$31.5M Sell
1,005,558
-9,198
-0.9% -$210K ﹤0.01% 2758
2023
Q1
$23.1M Sell
1,014,756
-1,297,751
-56% -$33.4M ﹤0.01% 2903
2022
Q4
$78.9M Buy
2,312,507
+43,208
+2% +$1.45M ﹤0.01% 2172
2022
Q3
$69M Sell
2,269,299
-18,581
-0.8% -$637K ﹤0.01% 2211
2022
Q2
$85.2M Buy
2,287,880
+3,236
+0.1% +$125K ﹤0.01% 2126
2022
Q1
$104M Buy
2,284,644
+17,169
+0.8% +$751K ﹤0.01% 2121
2021
Q4
$109M Buy
2,267,475
+57,140
+3% +$2.88M ﹤0.01% 2168
2021
Q3
$123M Sell
2,210,335
-1,397
-0.1% -$77.6K ﹤0.01% 2086
2021
Q2
$120M Sell
2,211,732
-83,261
-4% -$4.57M ﹤0.01% 2141
2021
Q1
$129M Buy
2,294,993
+78,225
+4% +$3.9M ﹤0.01% 2036
2020
Q4
$96.5M Buy
2,216,768
+54,704
+3% +$2.15M ﹤0.01% 2108
2020
Q3
$84.1M Sell
2,162,064
-1,809
-0.1% -$79.5K ﹤0.01% 1985
2020
Q2
$93.6M Buy
2,163,873
+55,198
+3% +$2.09M ﹤0.01% 1875
2020
Q1
$70.3M Sell
2,108,675
-73,482
-3% -$2.65M ﹤0.01% 1860
2019
Q4
$90.4M Buy
2,182,157
+81,230
+4% +$3.42M ﹤0.01% 2028
2019
Q3
$96.1M Buy
2,100,927
+41,060
+2% +$1.79M ﹤0.01% 1924
2019
Q2
$88.9M Sell
2,059,867
-47,171
-2% -$1.99M ﹤0.01% 1986
2019
Q1
$91.6M Sell
2,107,038
-1,176
-0.1% -$59.9K ﹤0.01% 1916
2018
Q4
$99.6M Buy
2,108,214
+35,443
+2% +$2.13M 0.01% 1796
2018
Q3
$155M Buy
2,072,771
+2,816
+0.1% +$194K 0.01% 1661
2018
Q2
$114M Buy
2,069,955
+251,990
+14% +$11.6M 0.01% 1856
2018
Q1
$69.2M Buy
1,817,965
+42,328
+2% +$1.31M ﹤0.01% 2071
2017
Q4
$49.7M Buy
1,775,637
+48,184
+3% +$1.47M ﹤0.01% 2297
2017
Q3
$53.5M Buy
1,727,453
+16,035
+0.9% +$436K ﹤0.01% 2248
2017
Q2
$48.2M Buy
1,711,418
+40,477
+2% +$977K ﹤0.01% 2286
2017
Q1
$40.2M Buy
1,670,941
+1,669,665
+130,851% +$40.9M ﹤0.01% 2357
2016
Q4
$32K Sell
1,276
-360
-22% -$9.46K ﹤0.01% 3114
2016
Q3
$49K Buy
1,636
+155
+10% +$4.26K ﹤0.01% 2966
2016
Q2
$35K Buy
1,481
+537
+57% +$11.8K ﹤0.01% 3081
2016
Q1
$17K Sell
944
-120
-11% -$2.26K ﹤0.01% 2930
2015
Q4
$22K Buy
1,064
+100
+10% +$2.12K ﹤0.01% 2523
2015
Q3
$21K Buy
964
+500
+108% +$11.7K ﹤0.01% 2361
2015
Q2
$11K Sell
464
-74
-14% -$1.86K ﹤0.01% 2732
2015
Q1
$14K Hold
538
﹤0.01% 2542
2014
Q4
$12K Hold
538
﹤0.01% 2663
2014
Q3
$9K Hold
538
﹤0.01% 2804
2014
Q2
$12K Hold
538
﹤0.01% 2669
2014
Q1
$12K Hold
538
﹤0.01% 2620
2013
Q4
$13K Sell
538
-79
-13% -$1.86K ﹤0.01% 2570
2013
Q3
$14K Hold
617
﹤0.01% 2449
2013
Q2
$13K Buy
+617
New +$15.4K ﹤0.01% 2510

Other funds holding SRDX