Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.89M Buy
221,217
+60,541
+38% +$1.03M 0.04% 294
2025
Q4
$2.58M Buy
160,676
+84,942
+112% +$1.36M 0.04% 308
2025
Q3
$1.14M Buy
+75,734
New +$1.1M 0.03% 330
2025
Q2
Sell
-75,364
Closed -$1.29M 461
2025
Q1
$1.29M Buy
75,364
+31,157
+70% +$517K 0.04% 280
2024
Q4
$892K Buy
+44,207
New +$899K 0.03% 342
2021
Q4
Sell
-10,138
Closed -$97K 757
2021
Q3
$97K Sell
10,138
-1,460
-13% -$13.8K ﹤0.01% 690
2021
Q2
$118K Sell
11,598
-5,560
-32% -$59.7K ﹤0.01% 714
2021
Q1
$201K Sell
17,158
-9,126
-35% -$106K 0.01% 716
2020
Q4
$327K Buy
+26,284
New +$297K 0.01% 599
2019
Q2
Sell
-37,289
Closed -$664K 501
2019
Q1
$664K Sell
37,289
-1,863
-5% -$30.1K 0.02% 322
2018
Q4
$930K Buy
+39,152
New +$1.4M 0.03% 287
2017
Q3
Sell
-17,945
Closed -$1.19M 192
2017
Q2
$1.19M Buy
+17,945
New +$1.21M 0.06% 163
2014
Q1
Sell
-412,877
Closed -$16.6M 226
2013
Q4
$16.6M Hold
412,877
0.62% 34
2013
Q3
$16.9M Buy
412,877
+92,331
+29% +$4.01M 0.66% 44
2013
Q2
$14.7M Buy
+320,546
New +$14.8M 0.67% 25

Other funds holding PCG