Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$247K Buy
3,344
+74
+2% +$5.88K 0.01% 884
2025
Q4
$273K Sell
3,270
-264
-7% -$21.1K 0.01% 948
2025
Q3
$267K Buy
3,534
+99
+3% +$7.41K 0.01% 801
2025
Q2
$238K Sell
3,435
-188
-5% -$11.5K 0.01% 809
2025
Q1
$228K Sell
3,623
-99
-3% -$6.98K 0.01% 839
2024
Q4
$263K Sell
3,722
-178
-5% -$12.7K 0.01% 834
2024
Q3
$244K Sell
3,900
-84
-2% -$4.79K 0.01% 933
2024
Q2
$224K Sell
3,984
-441
-10% -$23.4K 0.01% 921
2024
Q1
$231K Buy
+4,425
New +$218K 0.01% 1004
2023
Q2
Sell
-5,675
Closed -$224K 1125
2023
Q1
$224K Sell
5,675
-1,114
-16% -$46.8K 0.01% 933
2022
Q4
$264K Buy
6,789
+696
+11% +$27.5K 0.02% 724
2022
Q3
$211K Sell
6,093
-50
-0.8% -$1.97K 0.02% 793
2022
Q2
$229K Sell
6,143
-1,039
-14% -$43.1K 0.01% 823
2022
Q1
$325K Sell
7,182
-863
-11% -$41.4K 0.01% 872
2021
Q4
$378K Sell
8,045
-322
-4% -$15.6K 0.01% 810
2021
Q3
$379K Sell
8,367
-1,470
-15% -$65.5K 0.01% 788
2021
Q2
$426K Sell
9,837
-4,604
-32% -$206K 0.01% 787
2021
Q1
$617K Buy
14,441
+2,243
+18% +$87.4K 0.02% 473
2020
Q4
$410K Buy
12,198
+338
+3% +$10K 0.02% 637
2020
Q3
$267K Buy
11,860
+2,300
+24% +$51.4K 0.01% 738
2020
Q2
$202K Buy
+9,560
New +$192K 0.01% 826
2020
Q1
Sell
-16,279
Closed -$439K 1101
2019
Q4
$439K Buy
16,279
+313
+2% +$8.18K 0.02% 678
2019
Q3
$407K Sell
15,966
-236
-1% -$5.93K 0.02% 719
2019
Q2
$425K Sell
16,202
-725
-4% -$18.5K 0.02% 725
2019
Q1
$397K Buy
16,927
+3,004
+22% +$68K 0.02% 753
2018
Q4
$256K Sell
13,923
-5,276
-27% -$109K 0.02% 877
2018
Q3
$437K Sell
19,199
-1,026
-5% -$24.7K 0.02% 919
2018
Q2
$470K Sell
20,225
-1,863
-8% -$48.5K 0.02% 832
2018
Q1
$581K Sell
22,088
-1,130
-5% -$32K 0.02% 714
2017
Q4
$615K Buy
23,218
+2,853
+14% +$69.8K 0.02% 691
2017
Q3
$484K Buy
20,365
+230
+1% +$4.98K 0.02% 787
2017
Q2
$411K Sell
20,135
-11,536
-36% -$237K 0.02% 881
2017
Q1
$706K Sell
31,671
-4,601
-13% -$106K 0.03% 638
2016
Q4
$805K Buy
36,272
+10,894
+43% +$219K 0.04% 568
2016
Q3
$434K Sell
25,378
-8,179
-24% -$131K 0.02% 854
2016
Q2
$469K Buy
33,557
+4,181
+14% +$62.2K 0.02% 830
2016
Q1
$386K Buy
29,376
+12,184
+71% +$173K 0.02% 914
2015
Q4
$324K Buy
17,192
+607
+4% +$11.8K 0.02% 894
2015
Q3
$310K Sell
16,585
-5,501
-25% -$125K 0.02% 809
2015
Q2
$567K Sell
22,086
-2,606
-11% -$64.2K 0.02% 700
2015
Q1
$612K Buy
24,692
+1,434
+6% +$33.1K 0.02% 768
2014
Q4
$527K Buy
23,258
+389
+2% +$8.23K 0.02% 803
2014
Q3
$477K Sell
22,869
-10,454
-31% -$218K 0.02% 723
2014
Q2
$701K Sell
33,323
-1,257
-4% -$25.9K 0.03% 688
2014
Q1
$765K Sell
34,580
-26,231
-43% -$557K 0.03% 617
2013
Q4
$1.29M Sell
60,811
-24,036
-28% -$461K 0.06% 356
2013
Q3
$1.55M Buy
84,847
+50,618
+148% +$884K 0.08% 223
2013
Q2
$543K Buy
+34,229
New +$518K 0.04% 579

Other funds holding SF