Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$337K Sell
4,562
-7,939
-64% -$630K 0.08% 363
2025
Q4
$1.04M Buy
+12,501
New +$999K 0.26% 130
2025
Q1
Sell
-8,040
Closed -$569K 821
2024
Q4
$569K Buy
+8,040
New +$574K 0.19% 166
2024
Q2
Sell
-5,078
Closed -$265K 642
2024
Q1
$265K Buy
+5,078
New +$250K 0.2% 227
2023
Q2
Sell
-14,955
Closed -$589K 646
2023
Q1
$589K Buy
14,955
+6,889
+85% +$290K 0.36% 65
2022
Q4
$314K Buy
+8,066
New +$319K 0.22% 199
2021
Q3
Sell
-19,601
Closed -$848K 626
2021
Q2
$848K Buy
+19,601
New +$879K 0.32% 70

Other funds holding SF