Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$145K Hold
26,500
﹤0.01% 1629
2025
Q4
$160K Buy
+26,500
New +$130K ﹤0.01% 1627
2024
Q4
Sell
-5,900
Closed -$25K 2044
2024
Q3
$25K Sell
5,900
-16,900
-74% -$74.6K ﹤0.01% 1885
2024
Q2
$91.9K Hold
22,800
﹤0.01% 1713
2024
Q1
$113K Buy
+22,800
New +$110K ﹤0.01% 1666
2021
Q2
Sell
-800
Closed -$1K 2421
2021
Q1
$1K Hold
800
﹤0.01% 2162
2020
Q4
$0 Hold
800
﹤0.01% 2275
2020
Q3
$0 Hold
800
﹤0.01% 2275
2020
Q2
$1K Hold
800
﹤0.01% 2147
2020
Q1
$1K Hold
800
﹤0.01% 2006
2019
Q4
$3K Hold
800
﹤0.01% 2039
2019
Q3
$2K Hold
800
﹤0.01% 2060
2019
Q2
$1K Hold
800
﹤0.01% 2103
2019
Q1
$5K Hold
800
﹤0.01% 2025
2018
Q4
$6K Sell
800
-6,500
-89% -$58.5K ﹤0.01% 2047
2018
Q3
$81K Hold
7,300
﹤0.01% 1866
2018
Q2
$82K Buy
+7,300
New +$73.2K ﹤0.01% 1898

Other funds holding SVRA