Holdings in SRI
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$137,066 |
23,673 |
-4.3%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$188,442 |
24,730 |
-43.9%
|
Shares |
Defined |
2025-11-14 |
| 2024-12-31 |
$276,325 |
44,071 |
+244.5%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$143,153 |
12,793 |
-38.1%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$329,813 |
20,665 |
+22.9%
|
Shares |
Defined |
2024-08-14 |
| 2023-09-30 |
$337,356 |
16,809 |
+3.8%
|
Shares |
Defined |
2023-11-14 |
| 2022-03-31 |
$336,312 |
16,200 |
+31.8%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$242,703 |
12,295 |
-32.5%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$371,342 |
18,212 |
-16.9%
|
Shares |
Defined |
2021-11-15 |
| 2020-09-30 |
$402,394 |
21,905 |
-28.5%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$633,105 |
30,644 |
—
|
Shares |
Defined |
2020-08-14 |