Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-8,219
Closed -$2.68M 2554
2025
Q4
$2.68M Sell
8,219
-29,801
-78% -$9.01M 0.01% 1341
2025
Q3
$11.4M Sell
38,020
-448
-1% -$135K 0.02% 729
2025
Q2
$10.5M Buy
38,468
+28,525
+287% +$8.13M 0.02% 761
2025
Q1
$3.47M Buy
+9,943
New +$4.32M 0.01% 1154
2024
Q2
Sell
-6,844
Closed -$4M 2244
2024
Q1
$4M Buy
6,844
+1,800
+36% +$942K 0.01% 1074
2023
Q4
$2.21M Buy
+5,044
New +$2.04M 0.01% 1255
2023
Q3
Sell
-23,106
Closed -$9.32M 652
2023
Q2
$7.91M Buy
+23,106
New +$6.69M 0.02% 708
2023
Q1
Sell
-27,547
Closed -$7.35M 826
2022
Q4
$5.78M Buy
27,547
+6,032
+28% +$1.31M 0.02% 779
2022
Q3
$4.09M Buy
+21,515
New +$4.56M 0.02% 808
2022
Q2
Sell
-59,655
Closed -$12M 907
2022
Q1
$14.5M Buy
59,655
+4,495
+8% +$1.25M 0.05% 453
2021
Q4
$18.6M Buy
55,160
+32,387
+142% +$10.1M 0.06% 392
2021
Q3
$5.42M Buy
22,773
+5,275
+30% +$1.22M 0.02% 806
2021
Q2
$3.67M Buy
17,498
+7,771
+80% +$1.76M 0.01% 1018
2021
Q1
$2.24M Buy
9,727
+2,470
+34% +$503K 0.01% 1066
2020
Q4
$1.31M Sell
7,257
-1,193
-14% -$196K 0.01% 1334
2020
Q3
$1.07M Buy
+8,450
New +$1.08M ﹤0.01% 1356
2020
Q2
Sell
-26,556
Closed -$1.95M 1778
2020
Q1
$1.95M Buy
26,556
+12,636
+91% +$1.11M 0.01% 890
2019
Q4
$1.3M Buy
+13,920
New +$1.32M ﹤0.01% 1442
2019
Q3
Sell
-37,015
Closed -$2.39M 1902
2019
Q2
$2.39M Sell
37,015
-20,208
-35% -$1.29M 0.01% 1247
2019
Q1
$3.5M Buy
57,223
+5,948
+12% +$368K 0.01% 1097
2018
Q4
$2.86M Buy
51,275
+33,259
+185% +$2.02M 0.01% 1047
2018
Q3
$1.38M Sell
18,016
-41,899
-70% -$3.26M 0.01% 1542
2018
Q2
$4.84M Sell
59,915
-16,040
-21% -$1.24M 0.02% 966
2018
Q1
$5.71M Buy
+75,955
New +$5.65M 0.03% 775

Other funds holding SAIA