Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$97.3K Sell
1,074
-62
-5% -$5.44K ﹤0.01% 1605
2025
Q4
$94K Buy
1,136
+161
+17% +$13.7K ﹤0.01% 1501
2025
Q3
$79.5K Buy
975
+190
+24% +$14.5K ﹤0.01% 1539
2025
Q2
$57.3K Buy
785
+337
+75% +$25.2K ﹤0.01% 1644
2025
Q1
$35K Buy
448
+14
+3% +$1.02K ﹤0.01% 1853
2024
Q4
$29.5K Buy
434
+96
+28% +$6.43K ﹤0.01% 1951
2024
Q3
$22.8K Buy
338
+19
+6% +$1.23K ﹤0.01% 2018
2024
Q2
$19.4K Sell
319
-71
-18% -$4.29K ﹤0.01% 2011
2024
Q1
$23.9K Sell
390
-92
-19% -$5.5K ﹤0.01% 1886
2023
Q4
$30.1K Buy
482
+33
+7% +$1.97K ﹤0.01% 1691
2023
Q3
$25.4K Sell
449
-14
-3% -$849 ﹤0.01% 1716
2023
Q2
$29.4K Buy
463
+18
+4% +$1.21K ﹤0.01% 1667
2023
Q1
$31.3K Sell
445
-5
-1% -$355 ﹤0.01% 1614
2022
Q4
$31K Buy
450
+39
+9% +$2.65K ﹤0.01% 1509
2022
Q3
$26K Sell
411
-28
-6% -$2K ﹤0.01% 1571
2022
Q2
$33K Buy
439
+25
+6% +$1.88K ﹤0.01% 1448
2022
Q1
$30K Sell
414
-28
-6% -$1.86K ﹤0.01% 1536
2021
Q4
$29K Sell
442
-87
-16% -$5.5K ﹤0.01% 1609
2021
Q3
$32K Sell
529
-93
-15% -$6.37K ﹤0.01% 1511
2021
Q2
$45K Buy
622
+170
+38% +$12.7K ﹤0.01% 1294
2021
Q1
$33K Hold
452
﹤0.01% 1368
2020
Q4
$29K Sell
452
-184
-29% -$11.2K ﹤0.01% 1343
2020
Q3
$34K Buy
636
+52
+9% +$3.1K ﹤0.01% 1227
2020
Q2
$38K Buy
584
+81
+16% +$5.77K ﹤0.01% 1153
2020
Q1
$37K Buy
503
+310
+161% +$24.8K ﹤0.01% 1048
2019
Q4
$16K Buy
193
+10
+5% +$819 ﹤0.01% 1529
2019
Q3
$16K Buy
183
+13
+8% +$1.09K ﹤0.01% 1470
2019
Q2
$14K Sell
170
-53
-24% -$4.44K ﹤0.01% 1451
2019
Q1
$18K Buy
223
+1
+0.5% +$78 ﹤0.01% 1275
2018
Q4
$16K Hold
222
﹤0.01% 1154
2018
Q3
$16K Hold
222
﹤0.01% 1250
2018
Q2
$15K Buy
222
+85
+62% +$5.99K ﹤0.01% 1172
2018
Q1
$10K Buy
137
+3
+2% +$204 ﹤0.01% 1280
2017
Q4
$10K Hold
134
﹤0.01% 1300
2017
Q3
$10K Sell
134
-4
-3% -$297 ﹤0.01% 1297
2017
Q2
$10K Buy
138
+4
+3% +$279 ﹤0.01% 1325
2017
Q1
$9K Buy
134
+34
+34% +$2.21K ﹤0.01% 1277
2016
Q4
$6K Buy
+100
New +$6.29K ﹤0.01% 1315

Other funds holding SR