Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$69.8K Buy
1,075
+385
+56% +$23.4K 0.01% 647
2025
Q4
$36.2K Hold
690
﹤0.01% 835
2025
Q3
$34.5K Buy
+690
New +$35.9K ﹤0.01% 708
2025
Q2
Sell
-690
Closed -$40.1K 1123
2025
Q1
$40.1K Hold
690
﹤0.01% 612
2024
Q4
$35.5K Sell
690
-341
-33% -$18K ﹤0.01% 671
2024
Q3
$55.3K Hold
1,031
0.01% 649
2024
Q2
$58.3K Buy
1,031
+184
+22% +$10K 0.01% 611
2024
Q1
$51.1K Buy
847
+682
+413% +$41.2K 0.01% 659
2023
Q4
$9.89K Hold
165
﹤0.01% 971
2023
Q3
$8.08K Hold
165
﹤0.01% 972
2023
Q2
$7.19K Hold
165
﹤0.01% 991
2023
Q1
$7.24K Hold
165
﹤0.01% 969
2022
Q4
$7.11K Hold
165
﹤0.01% 953
2022
Q3
$6K Hold
165
﹤0.01% 960
2022
Q2
$6K Hold
165
﹤0.01% 927
2022
Q1
$7K Hold
165
﹤0.01% 991
2021
Q4
$7K Buy
+165
New +$6.54K ﹤0.01% 879

Other funds holding SUN