Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.36M Buy
549,212
+76,946
+16% +$1.16M 0.07% 404
2025
Q4
$8.29M Buy
472,266
+156,000
+49% +$2.72M 0.08% 366
2025
Q3
$5M Buy
316,266
+292,500
+1,231% +$3.75M 0.05% 470
2025
Q2
$257K Hold
23,766
﹤0.01% 748
2025
Q1
$254K Hold
23,766
﹤0.01% 763
2024
Q4
$357K Buy
+23,766
New +$320K ﹤0.01% 780
2020
Q2
Sell
-3,783
Closed -$32K 1211
2020
Q1
$32K Buy
3,783
+557
+17% +$6.88K ﹤0.01% 1054
2019
Q4
$50K Buy
3,226
+267
+9% +$3.72K ﹤0.01% 1039
2019
Q3
$40K Buy
2,959
+446
+18% +$5.58K ﹤0.01% 1076
2019
Q2
$28K Buy
+2,513
New +$27.6K ﹤0.01% 1085

Other funds holding SONO