SWM
JOF

Seed Wealth Management’s Japan Smaller Capitalization Fund JOF Stock Holding History

Seed Wealth Management’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,400
Closed -$110K – 112
2025
Q3 		$110K Sell
10,400
-2,000
-16% -$20.5K 0.08% 112
2025
Q2 		$120K Hold
12,400
– – 0.09% 147
2025
Q1 		$104K Hold
12,400
– – 0.08% 149
2024
Q4 		$95.1K Hold
12,400
– – 0.08% 148
2024
Q3 		$103K Hold
12,400
– – 0.08% 156
2024
Q2 		$94K Hold
12,400
– – 0.08% 149
2024
Q1 		$97.6K Hold
12,400
– – 0.09% 152
2023
Q4 		$93.7K Hold
12,400
– – 0.09% 148
2023
Q3 		$88.2K Hold
12,400
– – 0.1% 136
2023
Q2 		$89.3K Hold
12,400
– – 0.09% 140
2023
Q1 		$85.7K Hold
12,400
– – 0.1% 131
2022
Q4 		$80.4K Buy
+12,400
New +$75.9K 0.09% 131

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