Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$751K Buy
2,176
+443
+26% +$163K ﹤0.01% 2176
2025
Q4
$613K Buy
1,733
+250
+17% +$78.2K ﹤0.01% 2310
2025
Q3
$447K Buy
+1,483
New +$344K ﹤0.01% 2524
2025
Q2
Sell
-1,556
Closed -$238K 3663
2025
Q1
$238K Buy
1,556
+42
+3% +$8.06K ﹤0.01% 2846
2024
Q4
$325K Sell
1,514
-268
-15% -$54.6K ﹤0.01% 2559
2024
Q3
$307K Buy
+1,782
New +$255K ﹤0.01% 2550
2024
Q1
Sell
-2,093
Closed -$256K 3232
2023
Q4
$256K Sell
2,093
-64
-3% -$7.25K ﹤0.01% 2485
2023
Q3
$246K Sell
2,157
-264
-11% -$32.5K ﹤0.01% 2333
2023
Q2
$286K Sell
2,421
-252
-9% -$27.5K ﹤0.01% 2158
2023
Q1
$380K Buy
2,673
+26
+1% +$3.19K ﹤0.01% 1883
2022
Q4
$269K Buy
+2,647
New +$250K ﹤0.01% 2117

Other funds holding SITM