Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$534K Buy
71,763
+1,472
+2% +$14.1K ﹤0.01% 3139
2025
Q4
$657K Buy
70,291
+16,678
+31% +$171K ﹤0.01% 3093
2025
Q3
$710K Buy
53,613
+13,832
+35% +$159K ﹤0.01% 3086
2025
Q2
$406K Buy
39,781
+2,224
+6% +$21.8K ﹤0.01% 3254
2025
Q1
$259K Buy
37,557
+5,253
+16% +$48.5K ﹤0.01% 3410
2024
Q4
$331K Buy
32,304
+81
+0.3% +$805 ﹤0.01% 3386
2024
Q3
$339K Buy
32,223
+1,169
+4% +$11.9K ﹤0.01% 3378
2024
Q2
$380K Sell
31,054
-212
-0.7% -$3.17K ﹤0.01% 3395
2024
Q1
$603K Buy
31,266
+20,003
+178% +$373K ﹤0.01% 3236
2023
Q4
$196K Sell
11,263
-435,374
-97% -$6.59M ﹤0.01% 3574
2023
Q3
$8.34M Buy
446,637
+21,637
+5% +$500K ﹤0.01% 1882
2023
Q2
$10.1M Buy
+425,000
New +$9.9M ﹤0.01% 1809

Other funds holding SVV