Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.91M Sell
25,767
-1,872
-7% -$149K 0.01% 573
2025
Q4
$2.31M Sell
27,639
-783
-3% -$62.6K 0.02% 502
2025
Q3
$2.15M Sell
28,422
-282
-1% -$21.1K 0.02% 558
2025
Q2
$1.99M Buy
28,704
+582
+2% +$35.7K 0.02% 526
2025
Q1
$1.77M Buy
28,122
+246
+0.9% +$17.3K 0.02% 429
2024
Q4
$1.97M Buy
27,876
+6,619
+31% +$473K 0.02% 484
2024
Q3
$1.33M Sell
21,257
-4,924
-19% -$281K 0.02% 564
2024
Q2
$1.47M Buy
26,181
+643
+3% +$34.1K 0.02% 513
2024
Q1
$1.33M Sell
25,538
-67
-0.3% -$3.3K 0.02% 535
2023
Q4
$1.18M Sell
25,605
-272
-1% -$11.2K 0.02% 543
2023
Q3
$1.06M Buy
25,877
+44
+0.2% +$1.85K 0.02% 539
2023
Q2
$1.03M Buy
25,833
+1,917
+8% +$74.8K 0.02% 470
2023
Q1
$942K Buy
23,916
+6,718
+39% +$282K 0.02% 479
2022
Q4
$669K Buy
17,198
+1,059
+7% +$41.9K 0.01% 673
2022
Q3
$559K Buy
16,139
+618
+4% +$24.3K 0.01% 670
2022
Q2
$580K Buy
15,521
+2,688
+21% +$112K 0.01% 664
2022
Q1
$581K Buy
12,833
+869
+7% +$41.7K 0.01% 683
2021
Q4
$562K Buy
11,964
+1,548
+15% +$75.2K 0.01% 662
2021
Q3
$472K Buy
10,416
+159
+2% +$7.09K 0.01% 662
2021
Q2
$443K Buy
10,257
+397
+4% +$17.8K 0.01% 684
2021
Q1
$421K Buy
9,860
+1,179
+14% +$45.9K 0.01% 637
2020
Q4
$292K Buy
+8,681
New +$258K 0.01% 697

Other funds holding SF