Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-225,112
Closed -$286K 10
2025
Q3
$286K Hold
225,112
0.14% 7
2025
Q2
$608K Hold
225,112
0.67% 10
2025
Q1
$450K Hold
225,112
0.29% 12
2024
Q4
$716K Hold
225,112
0.35% 16
2024
Q3
$1.05M Hold
225,112
0.55% 19
2024
Q2
$1.04M Hold
225,112
0.55% 20
2024
Q1
$666K Hold
225,112
0.3% 32
2023
Q4
$763K Hold
225,112
0.26% 36
2023
Q3
$1.85M Sell
225,112
-2
-0% -$19 0.63% 23
2023
Q2
$2.39M Hold
225,114
0.68% 22
2023
Q1
$3.41M Hold
225,114
1.15% 14
2022
Q4
$5.58M Hold
225,114
1.87% 9
2022
Q3
$7.47M Hold
225,114
2.44% 10
2022
Q2
$4.68M Hold
225,114
1.54% 15
2022
Q1
$21.4M Buy
+225,114
New +$32.3M 4.37% 7

Other funds holding SOND