Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$902K Buy
147,755
+2,241
+2% +$12.3K 0.36% 34
2025
Q4
$693K Sell
145,514
-2,375
-2% -$11.5K 0.31% 31
2025
Q3
$714K Hold
147,889
0.32% 31
2025
Q2
$630K Hold
147,889
0.3% 36
2025
Q1
$512K Hold
147,889
0.25% 37
2024
Q4
$411K Hold
147,889
0.21% 36
2024
Q3
$474K Hold
147,889
0.17% 38
2024
Q2
$386K Hold
147,889
0.14% 38
2024
Q1
$483K Hold
147,889
0.13% 40
2023
Q4
$437K Hold
147,889
0.11% 39
2023
Q3
$348K Hold
147,889
0.09% 40
2023
Q2
$340K Hold
147,889
0.09% 41
2023
Q1
$287K Buy
147,889
+38,880
+36% +$76.8K 0.06% 40
2022
Q4
$225K Buy
+109,009
New +$230K 0.05% 40

Other funds holding SBS