Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,509
Closed -$376K 394
2025
Q4
$376K Hold
4,509
0.01% 283
2025
Q3
$341K Hold
4,509
0.01% 285
2025
Q2
$312K Hold
4,509
0.01% 288
2025
Q1
$283K Hold
4,509
0.01% 292
2024
Q4
$319K Hold
4,509
0.01% 276
2024
Q3
$282K Buy
4,509
+294
+7% +$16.8K 0.01% 300
2024
Q2
$236K Hold
4,215
0.01% 313
2024
Q1
$220K Buy
+4,215
New +$208K 0.01% 332
2022
Q2
Sell
-4,500
Closed -$204K 344
2022
Q1
$204K Hold
4,500
0.01% 340
2021
Q4
$211K Hold
4,500
0.01% 345
2021
Q3
$204K Buy
+4,500
New +$201K 0.01% 350
2020
Q1
Sell
-9,000
Closed -$243K 429
2019
Q4
$243K Sell
9,000
-4,439
-33% -$116K 0.02% 304
2019
Q3
$343K Sell
13,439
-6,750
-33% -$170K 0.02% 276
2019
Q2
$530K Sell
20,189
-17,177
-46% -$437K 0.05% 151
2019
Q1
$876K Buy
+37,366
New +$846K 0.08% 126

Other funds holding SF