Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$58.4K Buy
790
+190
+32% +$15.1K ﹤0.01% 761
2025
Q4
$50.1K Buy
+600
New +$48K ﹤0.01% 801
2024
Q2
Sell
-72
Closed -$3.75K 1315
2024
Q1
$3.75K Hold
72
﹤0.01% 885
2023
Q4
$3.32K Hold
72
﹤0.01% 905
2023
Q3
$2.95K Hold
72
﹤0.01% 1037
2023
Q2
$2.86K Buy
+72
New +$2.81K ﹤0.01% 1024
2022
Q2
Sell
-27
Closed -$1K 1180
2022
Q1
$1K Hold
27
﹤0.01% 1129
2021
Q4
$1K Sell
27
-1,455
-98% -$70.7K ﹤0.01% 1155
2021
Q3
$67K Hold
1,482
﹤0.01% 702
2021
Q2
$64K Buy
+1,482
New +$66.5K ﹤0.01% 725

Other funds holding SF