Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,200
Closed -$243K 3598
2023
Q4
$243K Buy
14,200
+4,200
+42% +$56.7K ﹤0.01% 2204
2023
Q3
$129K Buy
+10,000
New +$148K ﹤0.01% 2360
2023
Q2
Sell
-18,200
Closed -$357K 3302
2023
Q1
$357K Sell
18,200
-6,500
-26% -$124K 0.01% 1533
2022
Q4
$417K Sell
24,700
-9,700
-28% -$158K 0.01% 1238
2022
Q3
$478K Buy
34,400
+19,800
+136% +$352K 0.01% 1138
2022
Q2
$263K Buy
14,600
+6,500
+80% +$146K 0.01% 1423
2022
Q1
$229K Buy
+8,100
New +$215K 0.01% 1639

Other funds holding SONO