Sunesis Advisors, LLC Purchases and Sells in Q1 2025

Sunesis Advisors, LLC

$177 Million
Q1 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	2.76K + 4.42%	$44.72 - $46.25 $123K - $127K	65K $3M
BIV	9 + 0.01%	$73.78 - $76.59 $664 - $689	86.3K $6.61M
MBB	4 + 0.01%	$90.37 - $94.08 $361 - $376	42.5K $3.99M
BSV	8 + 0.01%	$76.94 - $78.28 $616 - $626	85.2K $6.67M
SCHD	4 + 0.01%	$27.01 - $28.54 $108 - $114	30.4K $850K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	22 New	$663000.0 - $801950.0 $14.6M - $17.6M	22 $17.6M
HEDJ	4.4K New	$43.6 - $49.84 $192K - $219K	4.4K $208K
EWJ	2.96K New	$65.24 - $71.7 $193K - $213K	2.96K $203K
PALMER SQUARE CAPITAL BDC IN	472K New	N/A	472K $0

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-4.64K - 1.72%	$271.18 - $303.12 $1.26M - $1.41M	265K $72.8M
SPY	-357 - 4.95%	$551.42 - $612.93 $197K - $219K	6.85K $3.83M
NVDA	-35 - 0.25%	$106.98 - $149.43 $3.74K - $5.23K	13.9K $1.51M
BAC	-41 - 0.09%	$39.61 - $47.74 $1.62K - $1.96K	45K $1.88M
AAPL	-25 - 0.98%	$209.68 - $247.1 $5.24K - $6.18K	2.52K $558K
VTEB	-201 - 0.39%	$49.25 - $50.66 $9.9K - $10.2K	51.7K $2.57M

Activity Summary All Purchases 9 New Holdings 4 Increased Positions 5 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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