Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.5M Buy
238,569
+31,713
+15% +$1.92M 0.01% 1217
2025
Q4
$10.8M Sell
206,856
-38,694
-16% -$2.04M 0.01% 1467
2025
Q3
$12.3M Sell
245,550
-1,867
-0.8% -$97.1K 0.01% 1355
2025
Q2
$13.3M Buy
247,417
+202,305
+448% +$11.2M 0.01% 1206
2025
Q1
$2.62M Sell
45,112
-98,826
-69% -$5.59M ﹤0.01% 2459
2024
Q4
$7.4M Sell
143,938
-195,464
-58% -$10.3M 0.01% 1610
2024
Q3
$18.2M Sell
339,402
-96,575
-22% -$5.24M 0.02% 993
2024
Q2
$24.7M Buy
435,977
+282,010
+183% +$15.4M 0.02% 798
2024
Q1
$9.28M Sell
153,967
-67,964
-31% -$4.11M 0.01% 1296
2023
Q4
$13.3M Sell
221,931
-179,218
-45% -$9.53M 0.02% 1063
2023
Q3
$19.6M Buy
401,149
+30,608
+8% +$1.39M 0.03% 786
2023
Q2
$16.1M Buy
370,541
+37,283
+11% +$1.65M 0.02% 921
2023
Q1
$14.6M Buy
333,258
+2,232
+0.7% +$101K 0.02% 965
2022
Q4
$14.3M Sell
331,026
-27,840
-8% -$1.17M 0.02% 954
2022
Q3
$14M Sell
358,866
-59,411
-14% -$2.34M 0.02% 979
2022
Q2
$15.6M Buy
418,277
+168,368
+67% +$6.85M 0.02% 924
2022
Q1
$10.2M Buy
249,909
+50,412
+25% +$2.15M 0.01% 1292
2021
Q4
$8.14M Buy
199,497
+197,672
+10,831% +$7.84M 0.01% 1508
2021
Q3
$68K Sell
1,825
-6,575
-78% -$244K ﹤0.01% 4584
2021
Q2
$317K Sell
8,400
-20,217
-71% -$718K ﹤0.01% 3981
2021
Q1
$911K Buy
28,617
+2,052
+8% +$64.1K ﹤0.01% 3054
2020
Q4
$764K Sell
26,565
-4,214
-14% -$114K ﹤0.01% 3815
2020
Q3
$752K Buy
30,779
+5,627
+22% +$142K ﹤0.01% 3523
2020
Q2
$574K Sell
25,152
-9,639
-28% -$224K ﹤0.01% 4112
2020
Q1
$544K Sell
34,791
-29,742
-46% -$798K ﹤0.01% 3803
2019
Q4
$1.98M Sell
64,533
-46,635
-42% -$1.47M ﹤0.01% 2995
2019
Q3
$3.5M Sell
111,168
-8,348
-7% -$266K 0.01% 2271
2019
Q2
$3.74M Buy
119,516
+81,810
+217% +$2.51M 0.01% 2221
2019
Q1
$1.18M Sell
37,706
-42,831
-53% -$1.28M ﹤0.01% 3223
2018
Q4
$2.19M Buy
80,537
+29,836
+59% +$833K ﹤0.01% 2579
2018
Q3
$1.5M Sell
50,701
-19,754
-28% -$532K ﹤0.01% 3042
2018
Q2
$1.76M Buy
70,455
+54,535
+343% +$1.45M ﹤0.01% 2791
2018
Q1
$406K Buy
15,920
+1,666
+12% +$49.1K ﹤0.01% 4217
2017
Q4
$404K Sell
14,254
-1,443,348
-99% -$43.5M ﹤0.01% 4325
2017
Q3
$45.3M Sell
1,457,602
-743,851
-34% -$23.2M 0.08% 441
2017
Q2
$67.4M Buy
2,201,453
+941,540
+75% +$28.1M 0.14% 255
2017
Q1
$30.5M Sell
1,259,913
-2,118,187
-63% -$56.1M 0.07% 563
2016
Q4
$90.8M Sell
3,378,100
-1,604,522
-32% -$41.8M 0.18% 227
2016
Q3
$145M Sell
4,982,622
-517,598
-9% -$15.6M 0.32% 113
2016
Q2
$165M Sell
5,500,220
-1,213,560
-18% -$39.7M 0.38% 85
2016
Q1
$222M Sell
6,713,780
-52,314
-0.8% -$1.67M 0.52% 46
2015
Q4
$268M Buy
6,766,094
+6,438,367
+1,965% +$232M 0.55% 47
2015
Q3
$11.1M Buy
327,727
+106,348
+48% +$4.07M 0.02% 1067
2015
Q2
$10M Buy
221,379
+84,034
+61% +$4.04M 0.02% 1201
2015
Q1
$7.05M Buy
137,345
+20,574
+18% +$1.04M 0.01% 1466
2014
Q4
$5.81M Buy
116,771
+116,271
+23,254% +$5.44M 0.01% 1683
2014
Q3
$28K Buy
+500
New +$26.4K ﹤0.01% 5693
2013
Q4
Sell
-400
Closed -$12K 7144
2013
Q3
$12K Buy
+400
New +$12K ﹤0.01% 6142

Other funds holding SUN