Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.1M Buy
23,217
+1,185
+5% +$104K 0.01% 529
2025
Q4
$1.82M Sell
22,032
-1,000
-4% -$85.3K 0.01% 521
2025
Q3
$1.88M Sell
23,032
-2,512
-10% -$191K 0.01% 514
2025
Q2
$1.86M Sell
25,544
-400
-2% -$30K 0.01% 509
2025
Q1
$2.03M Buy
25,944
+3,372
+15% +$247K 0.01% 479
2024
Q4
$1.53M Sell
22,572
-1,614
-7% -$108K 0.01% 527
2024
Q3
$1.63M Buy
24,186
+527
+2% +$34.2K 0.01% 518
2024
Q2
$1.44M Buy
23,659
+1,495
+7% +$90.3K 0.01% 527
2024
Q1
$1.36M Sell
22,164
-725
-3% -$43.4K 0.01% 553
2023
Q4
$1.43M Sell
22,889
-389
-2% -$23.2K 0.01% 525
2023
Q3
$1.32M Sell
23,278
-460
-2% -$27.9K 0.01% 520
2023
Q2
$1.51M Sell
23,738
-999
-4% -$67K 0.01% 496
2023
Q1
$1.74M Sell
24,737
-894
-3% -$63.4K 0.01% 457
2022
Q4
$1.76M Sell
25,631
-1,286
-5% -$87.5K 0.01% 453
2022
Q3
$1.68M Sell
26,917
-357
-1% -$25.5K 0.01% 461
2022
Q2
$2.03M Buy
27,274
+421
+2% +$31.7K 0.02% 437
2022
Q1
$1.93M Sell
26,853
-2,007
-7% -$133K 0.01% 468
2021
Q4
$1.88M Sell
28,860
-360
-1% -$22.8K 0.01% 480
2021
Q3
$1.79M Buy
29,220
+25
+0.1% +$1.71K 0.01% 484
2021
Q2
$2.11M Sell
29,195
-1,420
-5% -$106K 0.02% 452
2021
Q1
$2.26M Buy
30,615
+11,926
+64% +$796K 0.02% 428
2020
Q4
$1.2M Buy
18,689
+1,853
+11% +$113K 0.01% 517
2020
Q3
$895K Sell
16,836
-15,130
-47% -$902K 0.01% 527
2020
Q2
$2.1M Sell
31,966
-18,966
-37% -$1.35M 0.02% 393
2020
Q1
$3.79M Sell
50,932
-265
-0.5% -$21.2K 0.05% 236
2019
Q4
$4.26M Buy
51,197
+1,549
+3% +$127K 0.04% 260
2019
Q3
$4.33M Sell
49,648
-1,071
-2% -$90.2K 0.04% 252
2019
Q2
$4.26M Buy
50,719
+100
+0.2% +$8.38K 0.05% 218
2019
Q1
$4.17M Buy
50,619
+299
+0.6% +$23.3K 0.05% 210
2018
Q4
$3.73M Buy
50,320
+330
+0.7% +$24.9K 0.05% 209
2018
Q3
$3.68M Hold
49,990
0.04% 226
2018
Q2
$3.53M Sell
49,990
-50
-0.1% -$3.52K 0.04% 223
2018
Q1
$3.62M Sell
50,040
-400
-0.8% -$27.3K 0.05% 215
2017
Q4
$3.79M Sell
50,440
-468
-0.9% -$36.3K 0.05% 216
2017
Q3
$3.8M Buy
50,908
+2,810
+6% +$208K 0.05% 214
2017
Q2
$3.35M Buy
48,098
+950
+2% +$66.4K 0.05% 216
2017
Q1
$3.18M Sell
47,148
-3,010
-6% -$196K 0.05% 225
2016
Q4
$3.24M Hold
50,158
0.05% 222
2016
Q3
$3.2M Sell
50,158
-833
-2% -$55.7K 0.05% 224
2016
Q2
$3.61M Sell
50,991
-765
-1% -$50.3K 0.06% 214
2016
Q1
$3.51M Sell
51,756
-1,900
-4% -$121K 0.06% 205
2015
Q4
$3.19M Sell
53,656
-529
-1% -$30.5K 0.05% 215
2015
Q3
$2.96M Sell
54,185
-721
-1% -$38.4K 0.05% 224
2015
Q2
$2.86M Buy
54,906
+1,112
+2% +$58K 0.04% 241
2015
Q1
$2.75M Buy
53,794
+109
+0.2% +$5.72K 0.04% 246
2014
Q4
$2.86M Sell
53,685
-888
-2% -$44.7K 0.05% 237
2014
Q3
$2.53M Buy
54,573
+800
+1% +$38.4K 0.04% 241
2014
Q2
$2.61M Buy
53,773
+27,245
+103% +$1.27M 0.04% 243
2014
Q1
$1.25M Sell
26,528
-265
-1% -$12K 0.02% 351
2013
Q4
$1.22M Sell
26,793
-705
-3% -$32.5K 0.02% 344
2013
Q3
$1.24M Sell
27,498
-3,600
-12% -$163K 0.02% 330
2013
Q2
$1.42M Buy
+31,098
New +$1.42M 0.03% 295

Other funds holding SR