Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.9M Buy
214,554
+74,188
+53% +$1.09M 0.06% 493
2026
Q1
$1.88M Buy
140,366
+80,291
+134% +$1.21M 0.04% 741
2025
Q4
$1.05M Sell
60,075
-23,297
-28% -$406K 0.02% 957
2025
Q3
$1.32M Sell
83,372
-101,777
-55% -$1.31M 0.03% 837
2025
Q2
$2M Buy
185,149
+159,448
+620% +$1.55M 0.05% 601
2025
Q1
$274K Buy
+25,701
New +$338K 0.02% 934
2024
Q4
Sell
-20,107
Closed -$247K 1621
2024
Q3
$247K Sell
20,107
-24,190
-55% -$307K 0.02% 1083
2024
Q2
$654K Buy
44,297
+31,979
+260% +$531K 0.04% 701
2024
Q1
$235K Buy
+12,318
New +$218K 0.02% 1079
2021
Q4
Sell
-10,056
Closed -$325K 862
2021
Q3
$325K Sell
10,056
-1,122
-10% -$40.4K 0.06% 447
2021
Q2
$394K Buy
11,178
+4,646
+71% +$174K 0.1% 329
2021
Q1
$241K Sell
6,532
-5,032
-44% -$170K 0.06% 490
2020
Q4
$271K Buy
+11,564
New +$216K 0.11% 345

Other funds holding SONO