Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$732K Buy
10,492
+312
+3% +$23.3K 0.03% 500
2026
Q1
$753K Sell
10,180
-337
-3% -$26.8K 0.04% 430
2025
Q4
$878K Buy
10,517
+1,404
+15% +$112K 0.04% 359
2025
Q3
$689K Buy
9,113
+668
+8% +$50K 0.04% 407
2025
Q2
$584K Buy
8,445
+1,681
+25% +$103K 0.04% 427
2025
Q1
$425K Buy
6,764
+5,414
+401% +$382K 0.03% 477
2024
Q4
$95.5K Buy
1,350
+595
+79% +$42.5K 0.01% 1147
2024
Q3
$47.2K Buy
755
+164
+28% +$9.36K ﹤0.01% 1536
2024
Q2
$33.2K Buy
591
+174
+42% +$9.22K ﹤0.01% 1495
2024
Q1
$21.7K Buy
417
+3
+0.7% +$148 ﹤0.01% 1596
2023
Q4
$20.1K Buy
+414
New +$17K 0.01% 1503

Other funds holding SF