Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.34M Sell
18,109
-164
-0.9% -$13K ﹤0.01% 1095
2025
Q4
$1.53M Sell
18,273
-2,142
-10% -$171K ﹤0.01% 1240
2025
Q3
$1.54M Buy
20,415
+13,299
+187% +$996K ﹤0.01% 1207
2025
Q2
$492K Buy
+7,116
New +$437K ﹤0.01% 1424
2025
Q1
Sell
-29,978
Closed -$2.12M 3770
2024
Q4
$2.12M Buy
29,978
+761
+3% +$54.3K ﹤0.01% 950
2024
Q3
$1.83M Buy
29,217
+297
+1% +$16.9K ﹤0.01% 1035
2024
Q2
$1.62M Buy
28,920
+5,797
+25% +$307K ﹤0.01% 1035
2024
Q1
$1.2M Buy
23,123
+134
+0.6% +$6.6K ﹤0.01% 1131
2023
Q4
$1.06M Buy
22,989
+9,837
+75% +$405K ﹤0.01% 1122
2023
Q3
$539K Sell
13,152
-14,748
-53% -$621K ﹤0.01% 1095
2023
Q2
$1.11M Buy
+27,900
New +$1.09M ﹤0.01% 1016
2023
Q1
Sell
-30,546
Closed -$1.19M 2356
2022
Q4
$1.19M Buy
+30,546
New +$1.21M 0.01% 743
2022
Q1
Sell
-22,314
Closed -$1.05M 2523
2021
Q4
$1.05M Buy
22,314
+516
+2% +$25.1K 0.01% 1170
2021
Q3
$988K Buy
21,798
+34
+0.2% +$1.52K 0.01% 886
2021
Q2
$941K Buy
21,764
+4,979
+30% +$223K 0.01% 879
2021
Q1
$717K Sell
16,785
-428
-2% -$16.7K 0.01% 908
2020
Q4
$579K Sell
17,213
-20,018
-54% -$594K 0.01% 909
2020
Q3
$837K Buy
+37,231
New +$831K 0.02% 789
2020
Q1
Sell
-52,263
Closed -$1.41M 1036
2019
Q4
$1.41M Sell
52,263
-7,506
-13% -$196K 0.06% 430
2019
Q3
$1.52M Sell
59,769
-4,585
-7% -$115K 0.03% 636
2019
Q2
$1.69M Buy
+64,354
New +$1.64M 0.04% 563
2018
Q4
Sell
-56,383
Closed -$1.28M 957
2018
Q3
$1.28M Buy
56,383
+6,287
+13% +$151K 0.05% 538
2018
Q2
$1.16M Buy
50,096
+5,355
+12% +$139K 0.05% 549
2018
Q1
$1.18M Buy
44,741
+7,611
+20% +$216K 0.07% 394
2017
Q4
$983K Buy
37,130
+14,040
+61% +$344K 0.07% 420
2017
Q3
$549K Buy
23,090
+2,419
+12% +$52.4K 0.05% 622
2017
Q2
$422K Buy
20,671
+2,930
+17% +$60.1K 0.04% 704
2017
Q1
$396K Buy
+17,741
New +$409K 0.05% 624

Other funds holding SF