Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$320K Buy
4,259
+987
+30% +$81K ﹤0.01% 1722
2025
Q4
$287K Sell
3,272
-2,108
-39% -$174K ﹤0.01% 1665
2025
Q3
$395K Hold
5,380
﹤0.01% 1389
2025
Q2
$386K Buy
5,380
+19
+0.4% +$1.25K ﹤0.01% 1440
2025
Q1
$313K Buy
5,361
+4,123
+333% +$292K ﹤0.01% 1590
2024
Q4
$94K Sell
1,238
-334
-21% -$29.2K ﹤0.01% 1803
2024
Q3
$155K Hold
1,572
﹤0.01% 1708
2024
Q2
$115K Sell
1,572
-3,208
-67% -$245K ﹤0.01% 1685
2024
Q1
$360K Buy
4,780
+1,242
+35% +$96.7K ﹤0.01% 1500
2023
Q4
$267K Buy
3,538
+130
+4% +$8.69K ﹤0.01% 1567
2023
Q3
$229K Sell
3,408
-112
-3% -$6.91K ﹤0.01% 1563
2023
Q2
$197K Sell
3,520
-156
-4% -$7.68K ﹤0.01% 1606
2023
Q1
$182K Buy
+3,676
New +$186K ﹤0.01% 1589

Other funds holding PLUS