Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-770
Closed -$231K 1827
2025
Q3
$231K Sell
770
-126
-14% -$38K ﹤0.01% 1480
2025
Q2
$245K Buy
896
+115
+15% +$32.8K ﹤0.01% 1452
2025
Q1
$273K Sell
781
-153
-16% -$66.5K ﹤0.01% 1433
2024
Q4
$426K Sell
934
-468
-33% -$232K ﹤0.01% 1327
2024
Q3
$613K Sell
1,402
-200
-12% -$84.7K ﹤0.01% 1326
2024
Q2
$760K Sell
1,602
-5,279
-77% -$2.46M 0.01% 1241
2024
Q1
$4.03M Buy
6,881
+5,078
+282% +$2.66M 0.03% 635
2023
Q4
$790K Buy
1,803
+1,129
+168% +$456K 0.01% 1267
2023
Q3
$269K Sell
674
-220
-25% -$88.8K ﹤0.01% 1662
2023
Q2
$306K Sell
894
-450
-33% -$130K ﹤0.01% 1658
2023
Q1
$366K Buy
1,344
+105
+8% +$28K ﹤0.01% 1619
2022
Q4
$260K Sell
1,239
-2,364
-66% -$515K ﹤0.01% 1711
2022
Q3
$685K Sell
3,603
-107
-3% -$22.7K 0.01% 1336
2022
Q2
$697K Sell
3,710
-339
-8% -$68.1K 0.01% 1408
2022
Q1
$987K Sell
4,049
-769
-16% -$213K 0.01% 1369
2021
Q4
$1.62M Sell
4,818
-2,243
-32% -$696K 0.01% 1162
2021
Q3
$1.68M Buy
7,061
+2,887
+69% +$667K 0.01% 1142
2021
Q2
$874K Sell
4,174
-2,138
-34% -$485K 0.01% 1559
2021
Q1
$1.46M Sell
6,312
-2,192
-26% -$447K 0.01% 1200
2020
Q4
$1.54M Buy
8,504
+3,890
+84% +$638K 0.01% 1107
2020
Q3
$582K Buy
4,614
+360
+8% +$45.9K ﹤0.01% 1395
2020
Q2
$473K Buy
4,254
+1,356
+47% +$130K ﹤0.01% 1460
2020
Q1
$213K Sell
2,898
-1,442
-33% -$126K ﹤0.01% 1655
2019
Q4
$404K Sell
4,340
-8,202
-65% -$776K ﹤0.01% 1677
2019
Q3
$1.18M Sell
12,542
-5,767
-31% -$458K 0.01% 1248
2019
Q2
$1.18M Sell
18,309
-257
-1% -$16.4K 0.01% 1279
2019
Q1
$1.13M Sell
18,566
-1,553
-8% -$96.2K 0.01% 1319
2018
Q4
$1.12M Buy
20,119
+16,132
+405% +$980K 0.01% 1331
2018
Q3
$305K Sell
3,987
-1,289
-24% -$100K ﹤0.01% 2202
2018
Q2
$427K Buy
5,276
+498
+10% +$38.4K ﹤0.01% 2038
2018
Q1
$359K Sell
4,778
-4,395
-48% -$327K ﹤0.01% 2478
2017
Q4
$649K Buy
9,173
+1,517
+20% +$97.3K ﹤0.01% 2269
2017
Q3
$479K Buy
7,656
+1,922
+34% +$106K ﹤0.01% 2401
2017
Q2
$294K Sell
5,734
-51,933
-90% -$2.41M ﹤0.01% 2567
2017
Q1
$2.56M Sell
57,667
-9,119
-14% -$426K 0.01% 1473
2016
Q4
$2.95M Sell
66,786
-62,993
-49% -$2.44M 0.01% 1383
2016
Q3
$3.89M Sell
129,779
-5,594
-4% -$160K 0.01% 1168
2016
Q2
$3.4M Buy
135,373
+9,515
+8% +$253K 0.01% 1220
2016
Q1
$3.54M Sell
125,858
-14,554
-10% -$359K 0.01% 1185
2015
Q4
$3.13M Buy
140,412
+53,422
+61% +$1.38M 0.01% 1305
2015
Q3
$2.69M Sell
86,990
-6,735
-7% -$257K 0.01% 1389
2015
Q2
$3.68M Buy
93,725
+14,403
+18% +$595K 0.01% 1323
2015
Q1
$3.51M Buy
79,322
+56,668
+250% +$2.61M 0.01% 1362
2014
Q4
$1.25M Sell
22,654
-19,942
-47% -$1.04M ﹤0.01% 2077
2014
Q3
$2.11M Sell
42,596
-107,958
-72% -$5.13M 0.01% 1735
2014
Q2
$6.61M Sell
150,554
-71,966
-32% -$2.99M 0.02% 1035
2014
Q1
$8.5M Sell
222,520
-340,374
-60% -$11.7M 0.02% 901
2013
Q4
$18M Sell
562,894
-138,193
-20% -$4.51M 0.06% 629
2013
Q3
$21.9M Sell
701,087
-273,110
-28% -$8.5M 0.08% 390
2013
Q2
$29.2M Buy
+974,197
New +$27.7M 0.12% 172

Other funds holding SAIA