Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.51M Sell
262,232
-173
-0.1% -$2.61K 0.04% 291
2025
Q4
$4.61M Sell
262,405
-24,856
-9% -$433K 0.05% 248
2025
Q3
$4.78M Sell
287,261
-92,079
-24% -$1.18M 0.07% 215
2025
Q2
$4.16M Hold
379,340
0.07% 241
2025
Q1
$4.05M Sell
379,340
-744
-0.2% -$9.77K 0.07% 221
2024
Q4
$5.72M Sell
380,084
-53,234
-12% -$716K 0.1% 164
2024
Q3
$5.33M Sell
433,318
-1,500
-0.3% -$19K 0.1% 181
2024
Q2
$6.42M Sell
434,818
-144
-0% -$2.39K 0.14% 134
2024
Q1
$7.37M Buy
434,962
+144
+0% +$2.55K 0.17% 126
2023
Q4
$7.45M Buy
+434,818
New +$5.87M 0.19% 119

Other funds holding SONO