Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.38M Buy
11,917
+1,793
+18% +$385K 0.34% 60
2025
Q4
$2.03M Buy
10,124
+8,568
+551% +$1.75M 0.27% 73
2025
Q3
$291K Sell
1,556
-69
-4% -$12.8K 0.04% 152
2025
Q2
$272K Sell
1,625
-131
-7% -$19.2K 0.04% 151
2025
Q1
$226K Sell
1,756
-147
-8% -$21.1K 0.03% 148
2024
Q4
$277K Sell
1,903
-33
-2% -$5.32K 0.04% 147
2024
Q3
$309K Sell
1,936
-43
-2% -$6.49K 0.04% 140
2024
Q2
$289K Sell
1,979
-877
-31% -$116K 0.04% 132
2024
Q1
$352K Sell
2,856
-17
-0.6% -$1.85K 0.05% 123
2023
Q4
$320K Hold
2,873
0.05% 121
2023
Q3
$234K Buy
2,873
+28
+1% +$2.25K 0.04% 133
2023
Q2
$242K Buy
+2,845
New +$212K 0.05% 138

Other funds holding SPXC