Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$498K Sell
2,493
-16,004
-87% -$3.44M 0.01% 2057
2025
Q4
$3.7M Buy
+18,497
New +$3.77M 0.1% 223
2025
Q2
Sell
-16,384
Closed -$2.11M 3115
2025
Q1
$2.11M Buy
16,384
+14,008
+590% +$2.01M 0.11% 242
2024
Q4
$346K Buy
2,376
+1,039
+78% +$168K 0.03% 1095
2024
Q3
$213K Buy
+1,337
New +$202K 0.02% 1413
2023
Q4
Sell
-4,323
Closed -$352K 2109
2023
Q3
$352K Buy
4,323
+1,886
+77% +$152K 0.06% 621
2023
Q2
$207K Sell
2,437
-1,967
-45% -$146K 0.04% 978
2023
Q1
$311K Buy
+4,404
New +$312K 0.07% 617

Other funds holding SPXC