Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$240K Sell
17,875
-336
-2% -$5.08K ﹤0.01% 5362
2025
Q4
$320K Buy
18,211
+3,979
+28% +$69.4K ﹤0.01% 5103
2025
Q3
$225K Sell
14,232
-239
-2% -$3.07K ﹤0.01% 5276
2025
Q2
$156K Sell
14,471
-1,436
-9% -$14K ﹤0.01% 5161
2025
Q1
$170K Buy
15,907
+4,934
+45% +$64.8K ﹤0.01% 4911
2024
Q4
$165K Sell
10,973
-20,471
-65% -$275K ﹤0.01% 4874
2024
Q3
$386K Buy
31,444
+7,406
+31% +$94K ﹤0.01% 4228
2024
Q2
$355K Sell
24,038
-1,827
-7% -$30.3K ﹤0.01% 4134
2024
Q1
$493K Sell
25,865
-474
-2% -$8.4K ﹤0.01% 3794
2023
Q4
$451K Sell
26,339
-5,398
-17% -$72.8K ﹤0.01% 3748
2023
Q3
$410K Buy
31,737
+5,535
+21% +$82.1K ﹤0.01% 3644
2023
Q2
$428K Sell
26,202
-2,858
-10% -$50.7K ﹤0.01% 3567
2023
Q1
$570K Sell
29,060
-4,551
-14% -$86.8K ﹤0.01% 3220
2022
Q4
$568K Sell
33,611
-1,275
-4% -$20.8K ﹤0.01% 3136
2022
Q3
$485K Sell
34,886
-33,232
-49% -$590K ﹤0.01% 3186
2022
Q2
$1.23M Sell
68,118
-15,102
-18% -$339K ﹤0.01% 2417
2022
Q1
$2.35M Sell
83,220
-9,901
-11% -$263K ﹤0.01% 1928
2021
Q4
$2.77M Buy
93,121
+25,173
+37% +$801K ﹤0.01% 1848
2021
Q3
$2.2M Buy
67,948
+2,649
+4% +$95.4K ﹤0.01% 1969
2021
Q2
$2.3M Buy
65,299
+11,920
+22% +$446K ﹤0.01% 1868
2021
Q1
$2M Buy
53,379
+13,305
+33% +$449K ﹤0.01% 1843
2020
Q4
$937K Buy
40,074
+26,790
+202% +$499K ﹤0.01% 2239
2020
Q3
$202K Sell
13,284
-2,993
-18% -$44.1K ﹤0.01% 3198
2020
Q2
$238K Buy
+16,277
New +$173K ﹤0.01% 3003
2019
Q4
Sell
-10,354
Closed -$139K 3409
2019
Q3
$139K Sell
10,354
-2,466
-19% -$30.8K ﹤0.01% 3106
2019
Q2
$145K Sell
12,820
-4,575
-26% -$50.2K ﹤0.01% 3106
2019
Q1
$179K Buy
17,395
+565
+3% +$6.13K ﹤0.01% 2977
2018
Q4
$165K Buy
16,830
+36
+0.2% +$451 ﹤0.01% 2863
2018
Q3
$269K Buy
+16,794
New +$297K ﹤0.01% 2780

Other funds holding SONO