Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$382K Buy
115,513
+67,841
+142% +$277K ﹤0.01% 2682
2025
Q4
$251K Buy
47,672
+25,921
+119% +$118K ﹤0.01% 2995
2025
Q3
$94.6K Buy
+21,751
New +$107K ﹤0.01% 3370
2024
Q1
Sell
-13,641
Closed -$48.7K 3231
2023
Q4
$48.7K Sell
13,641
-48,671
-78% -$172K ﹤0.01% 2940
2023
Q3
$215K Sell
62,312
-1,393
-2% -$5.57K ﹤0.01% 2442
2023
Q2
$245K Sell
63,705
-7,261
-10% -$27.5K ﹤0.01% 2285
2023
Q1
$361K Buy
70,966
+2,076
+3% +$9.72K ﹤0.01% 1925
2022
Q4
$214K Buy
68,890
+15,525
+29% +$58.1K ﹤0.01% 2299
2022
Q3
$211K Buy
+53,365
New +$303K ﹤0.01% 2024

Other funds holding SFIX