Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.3K Sell
220
-4
-2% -$318 ﹤0.01% 1058
2025
Q4
$18.7K Hold
224
﹤0.01% 1001
2025
Q3
$16.9K Hold
224
﹤0.01% 1020
2025
Q2
$15.5K Hold
224
﹤0.01% 1036
2025
Q1
$14K Hold
224
﹤0.01% 1044
2024
Q4
$15.8K Hold
224
﹤0.01% 1009
2024
Q3
$14K Hold
224
﹤0.01% 1013
2024
Q2
$12.5K Hold
224
﹤0.01% 1030
2024
Q1
$11.6K Hold
224
﹤0.01% 1056
2023
Q4
$10.3K Hold
224
﹤0.01% 1071
2023
Q3
$9.15K Buy
+224
New +$9.43K ﹤0.01% 1070
2022
Q3
Sell
-53
Closed -$2K 1404
2022
Q2
$2K Sell
53
-1,071
-95% -$44.5K ﹤0.01% 1237
2022
Q1
$51K Buy
1,124
+374
+50% +$18K ﹤0.01% 806
2021
Q4
$35K Hold
750
﹤0.01% 855
2021
Q3
$34K Buy
+750
New +$33.4K ﹤0.01% 823
2020
Q3
Sell
-1,856
Closed -$39K 1104
2020
Q2
$39K Hold
1,856
﹤0.01% 661
2020
Q1
$34K Hold
1,856
﹤0.01% 679
2019
Q4
$50K Hold
1,856
﹤0.01% 680
2019
Q3
$47K Hold
1,856
﹤0.01% 665
2019
Q2
$49K Hold
1,856
﹤0.01% 650
2019
Q1
$44K Sell
1,856
-891
-32% -$20.2K ﹤0.01% 650
2018
Q4
$51K Buy
2,747
+393
+17% +$8.14K ﹤0.01% 631
2018
Q3
$54K Buy
2,354
+68
+3% +$1.64K ﹤0.01% 673
2018
Q2
$53K Buy
2,286
+45
+2% +$1.17K ﹤0.01% 658
2018
Q1
$59K Buy
2,241
+385
+21% +$10.9K ﹤0.01% 658
2017
Q4
$49K Hold
1,856
﹤0.01% 710
2017
Q3
$44K Hold
1,856
﹤0.01% 706
2017
Q2
$38K Sell
1,856
-2,484
-57% -$51K ﹤0.01% 741
2017
Q1
$97K Buy
4,340
+2,484
+134% +$57.2K 0.01% 573
2016
Q4
$41K Hold
1,856
﹤0.01% 752
2016
Q3
$32K Hold
1,856
﹤0.01% 775
2016
Q2
$26K Hold
1,856
﹤0.01% 822
2016
Q1
$24K Buy
+1,856
New +$26.4K ﹤0.01% 826

Other funds holding SF