Holdings in SRI
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$474,247 |
81,908 |
+27.6%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$488,952 |
64,167 |
-25.2%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$604,039 |
85,801 |
-3.9%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$409,735 |
89,267 |
+25.4%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$446,436 |
71,202 |
+128.8%
|
Shares |
Defined |
2025-02-11 |
| 2024-09-30 |
$348,176 |
31,115 |
-16.4%
|
Shares |
Defined |
2024-11-12 |
| 2024-06-30 |
$593,839 |
37,208 |
+130.0%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$298,267 |
16,175 |
0.0%
|
Shares |
Defined |
2024-05-28 |
| 2023-12-31 |
$316,544 |
16,175 |
-55.3%
|
Shares |
Defined |
2024-02-07 |
| 2023-09-30 |
$726,855 |
36,216 |
0.0%
|
Shares |
Defined |
2023-11-08 |
| 2023-06-30 |
$682,671 |
36,216 |
+10.3%
|
Shares |
Defined |
2023-08-10 |
| 2023-03-31 |
$614,070 |
32,838 |
+10.0%
|
Shares |
Defined |
2023-05-09 |
| 2022-12-31 |
$643,350 |
29,840 |
+12.3%
|
Shares |
Defined |
2023-02-08 |
| 2022-09-30 |
$450,276 |
26,565 |
+7.7%
|
Shares |
Defined |
2022-11-09 |
| 2022-06-30 |
$423,039 |
24,667 |
+13.7%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$450,242 |
21,688 |
+24.1%
|
Shares |
Defined |
2022-05-10 |
| 2021-12-31 |
$344,976 |
17,476 |
—
|
Shares |
Defined |
2022-02-04 |
