Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,080
Closed -$111K 2049
2025
Q2
$111K Buy
+2,080
New +$115K 0.01% 1253
2025
Q1
Sell
-1,985
Closed -$102K 1839
2024
Q4
$102K Buy
+1,985
New +$105K 0.01% 1175
2024
Q3
Sell
-7,484
Closed -$423K 1885
2024
Q2
$423K Buy
7,484
+2,103
+39% +$115K 0.07% 174
2024
Q1
$324K Buy
5,381
+2,493
+86% +$151K 0.05% 322
2023
Q4
$173K Sell
2,888
-1,963
-40% -$104K 0.03% 663
2023
Q3
$237K Sell
4,851
-2,732
-36% -$124K 0.05% 344
2023
Q2
$330K Buy
7,583
+3,626
+92% +$161K 0.1% 155
2023
Q1
$174K Buy
3,957
+2,539
+179% +$114K 0.06% 432
2022
Q4
$61.1K Sell
1,418
-1,052
-43% -$44.4K 0.02% 985
2022
Q3
$96K Buy
2,470
+152
+7% +$5.98K 0.05% 618
2022
Q2
$86K Sell
2,318
-1,768
-43% -$72K 0.05% 596
2022
Q1
$167K Buy
4,086
+1,121
+38% +$47.7K 0.08% 285
2021
Q4
$121K Buy
+2,965
New +$118K 0.06% 493

Other funds holding SUN