Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$140K Hold
2,011
0.03% 307
2026
Q1
$149K Sell
2,011
-1
-0% -$79 0.04% 284
2025
Q4
$168K Sell
2,012
-247
-11% -$19.7K 0.04% 248
2025
Q3
$171K Hold
2,259
0.04% 254
2025
Q2
$156K Buy
+2,259
New +$139K 0.04% 263
2024
Q4
$122K Sell
1,725
-150
-8% -$10.7K 0.04% 263
2024
Q3
$117K Hold
1,875
0.04% 289
2024
Q2
$105K Buy
1,875
+109
+6% +$5.78K 0.03% 301
2024
Q1
$92K Buy
+1,766
New +$87K 0.03% 323

Other funds holding SF