Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$868K Buy
116,636
+2,614
+2% +$25K ﹤0.01% 2645
2025
Q4
$1.06M Buy
114,022
+2,042
+2% +$21K ﹤0.01% 2589
2025
Q3
$1.48M Buy
111,980
+23,410
+26% +$269K ﹤0.01% 2429
2025
Q2
$903K Sell
88,570
-18,934
-18% -$185K ﹤0.01% 2656
2025
Q1
$742K Buy
107,504
+234
+0.2% +$2.16K ﹤0.01% 2761
2024
Q4
$1.1M Buy
107,270
+38,856
+57% +$386K ﹤0.01% 2669
2024
Q3
$720K Sell
68,414
-87
-0.1% -$887 ﹤0.01% 2887
2024
Q2
$838K Sell
68,501
-1,021,146
-94% -$15.2M ﹤0.01% 2805
2024
Q1
$21M Buy
1,089,647
+630,474
+137% +$11.8M 0.01% 1149
2023
Q4
$7.98M Buy
459,173
+297,090
+183% +$4.49M ﹤0.01% 1730
2023
Q3
$3.03M Buy
162,083
+150,427
+1,291% +$3.47M ﹤0.01% 2118
2023
Q2
$276K Buy
+11,656
New +$272K ﹤0.01% 3028

Other funds holding SVV