Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.34M Buy
57,642
+36,020
+167% +$2.95M 0.07% 479
2025
Q4
$1.9M Buy
21,622
+10,600
+96% +$875K 0.03% 724
2025
Q3
$783K Buy
11,022
+1,680
+18% +$118K 0.01% 871
2025
Q2
$674K Buy
9,342
+3,590
+62% +$236K 0.01% 881
2025
Q1
$351K Sell
5,752
-7,990
-58% -$565K 0.01% 982
2024
Q4
$1.01M Sell
13,742
-42,587
-76% -$3.72M 0.02% 782
2024
Q3
$5.54M Sell
56,329
-13,080
-19% -$1.15M 0.15% 215
2024
Q2
$5.11M Sell
69,409
-9,802
-12% -$749K 0.17% 172
2024
Q1
$6.22M Buy
79,211
+1,098
+1% +$85.5K 0.24% 106
2023
Q4
$6.24M Buy
78,113
+3,894
+5% +$260K 0.25% 91
2023
Q3
$4.71M Buy
74,219
+8,100
+12% +$500K 0.22% 127
2023
Q2
$3.72M Buy
66,119
+22,740
+52% +$1.12M 0.16% 183
2023
Q1
$2.13M Buy
+43,379
New +$2.2M 0.1% 321
2022
Q3
Sell
-13,653
Closed -$725K 1305
2022
Q2
$725K Buy
13,653
+1,580
+13% +$88.4K 0.05% 609
2022
Q1
$677K Buy
12,073
+4,457
+59% +$222K 0.04% 699
2021
Q4
$410K Buy
+7,616
New +$420K 0.05% 614
2021
Q3
Sell
-4,622
Closed -$200K 1066
2021
Q2
$200K Sell
4,622
-13,040
-74% -$623K 0.07% 357
2021
Q1
$880K Sell
17,662
-33,806
-66% -$1.6M 0.28% 130
2020
Q4
$2.26M Sell
51,468
-24,956
-33% -$999K 0.65% 27
2020
Q3
$2.8M Hold
76,424
0.89% 12
2020
Q2
$2.7M Sell
76,424
-526
-0.7% -$18K 0.92% 7
2020
Q1
$2.41M Buy
76,950
+14,922
+24% +$568K 1.02% 7
2019
Q4
$2.61M Buy
62,028
+51,128
+469% +$2.08M 0.78% 20
2019
Q3
$415K Buy
+10,900
New +$420K 0.15% 175
2016
Q1
Sell
-14,040
Closed -$327K 385
2015
Q4
$327K Buy
+14,040
New +$315K 0.15% 227

Other funds holding PLUS