Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$322K Sell
4,612
-69
-1% -$5.14K 0.01% 583
2026
Q1
$346K Sell
4,681
-47
-1% -$3.73K 0.01% 535
2025
Q4
$395K Sell
4,728
-468
-9% -$37.4K 0.01% 498
2025
Q3
$393K Sell
5,196
-510
-9% -$38.2K 0.01% 489
2025
Q2
$395K Sell
5,706
-1,494
-21% -$91.7K 0.01% 473
2025
Q1
$452K Sell
7,200
-267
-4% -$18.8K 0.02% 433
2024
Q4
$528K Sell
7,467
-200
-3% -$14.3K 0.02% 407
2024
Q3
$480K Buy
7,667
+120
+2% +$6.85K 0.02% 418
2024
Q2
$423K Sell
7,547
-216
-3% -$11.4K 0.02% 429
2024
Q1
$405K Buy
7,763
+549
+8% +$27K 0.02% 434
2023
Q4
$333K Sell
7,214
-24
-0.3% -$987 0.02% 451
2023
Q3
$296K Buy
7,238
+1,328
+22% +$55.9K 0.01% 454
2023
Q2
$235K Sell
5,910
-398
-6% -$15.5K 0.01% 495
2023
Q1
$248K Buy
6,308
+182
+3% +$7.65K 0.01% 484
2022
Q4
$239K Sell
6,126
-17
-0.3% -$673 0.01% 465
2022
Q3
$213K Buy
6,143
+221
+4% +$8.7K 0.01% 446
2022
Q2
$221K Sell
5,922
-147
-2% -$6.1K 0.01% 448
2022
Q1
$275K Sell
6,069
-728
-11% -$35K 0.01% 433
2021
Q4
$319K Buy
6,797
+164
+2% +$7.96K 0.01% 419
2021
Q3
$301K Buy
6,633
+99
+2% +$4.41K 0.01% 420
2021
Q2
$282K Buy
6,534
+222
+4% +$9.96K 0.01% 411
2021
Q1
$269K Buy
+6,312
New +$246K 0.01% 398

Other funds holding SF