Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.67M Buy
71,950
+39,442
+121% +$2.39M 0.01% 1042
2025
Q4
$1.7M Sell
32,508
-98,828
-75% -$5.22M 0.01% 1407
2025
Q3
$6.57M Buy
131,336
+56,203
+75% +$2.92M 0.02% 554
2025
Q2
$4.03M Buy
75,133
+30,877
+70% +$1.7M 0.02% 631
2025
Q1
$2.57M Buy
44,256
+1,757
+4% +$99.4K 0.02% 706
2024
Q4
$2.19M Sell
42,499
-245,274
-85% -$13M 0.01% 704
2024
Q3
$15.4M Buy
+287,773
New +$15.6M 0.08% 167
2024
Q2
Sell
-11,542
Closed -$695K 3066
2024
Q1
$695K Buy
+11,542
New +$698K ﹤0.01% 1075
2022
Q4
Sell
-44,316
Closed -$1.73M 3113
2022
Q3
$1.73M Buy
+44,316
New +$1.74M 0.02% 662

Other funds holding SUN