Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Buy
+683
New +$251K 0.02% 781
2025
Q4
Sell
-88
Closed -$26.5K 2922
2025
Q3
$26.5K Sell
88
-352
-80% -$81.6K ﹤0.01% 1601
2025
Q2
$93K Buy
440
+352
+400% +$63.6K 0.01% 1081
2025
Q1
$13K Buy
+88
New +$16.9K ﹤0.01% 1651
2024
Q4
Sell
-136
Closed -$23K 1934
2024
Q3
$23K Sell
136
-3,194
-96% -$457K ﹤0.01% 1456
2024
Q2
$414K Sell
3,330
-1,585
-32% -$169K 0.04% 507
2024
Q1
$458K Buy
4,915
+1,367
+39% +$144K 0.04% 463
2023
Q4
$433K Buy
3,548
+357
+11% +$40.4K 0.04% 465
2023
Q3
$364K Buy
+3,191
New +$393K 0.04% 478

Other funds holding SITM