Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$366K Sell
20,832
-594
-3% -$10.1K 0.06% 299
2025
Q4
$345K Hold
21,426
0.05% 311
2025
Q3
$324K Sell
21,426
-441
-2% -$6.43K 0.05% 329
2025
Q2
$305K Buy
21,867
+215
+1% +$3.5K 0.05% 339
2025
Q1
$372K Sell
21,652
-178
-0.8% -$2.95K 0.07% 276
2024
Q4
$441K Sell
21,830
-237
-1% -$4.82K 0.08% 245
2024
Q3
$436K Sell
22,067
-338
-2% -$6.32K 0.08% 250
2024
Q2
$391K Buy
22,405
+488
+2% +$8.59K 0.07% 270
2024
Q1
$367K Buy
21,917
+4
+0% +$67 0.07% 294
2023
Q4
$395K Buy
21,913
+1,166
+6% +$19.7K 0.08% 259
2023
Q3
$334K Sell
20,747
-451
-2% -$7.75K 0.08% 281
2023
Q2
$366K Buy
21,198
+1,674
+9% +$28.3K 0.07% 300
2023
Q1
$316K Sell
19,524
-482
-2% -$7.61K 0.06% 325
2022
Q4
$326K Buy
20,006
+1,021
+5% +$15.4K 0.07% 318
2022
Q3
$238K Buy
18,985
+2,000
+12% +$23.4K 0.05% 374
2022
Q2
$170K Sell
16,985
-2,954
-15% -$34.7K 0.03% 442
2022
Q1
$238K Buy
19,939
+9,111
+84% +$108K 0.03% 515
2021
Q4
$132K Sell
10,828
-635
-6% -$7.44K 0.01% 641
2021
Q3
$110K Hold
11,463
0.01% 726
2021
Q2
$117K Buy
11,463
+795
+7% +$8.53K 0.01% 740
2021
Q1
$125K Sell
10,668
-2,056
-16% -$23.9K 0.01% 757
2020
Q4
$158K Buy
12,724
+46
+0.4% +$520 0.01% 712
2020
Q3
$119K Buy
+12,678
New +$117K 0.01% 616
2019
Q1
Sell
-15,126
Closed -$360K 759
2018
Q4
$360K Buy
15,126
+35
+0.2% +$1.25K 0.03% 444
2018
Q3
$707K Sell
15,091
-1,231
-8% -$54.8K 0.06% 262
2018
Q2
$695K Sell
16,322
-2,202
-12% -$95.5K 0.05% 321
2018
Q1
$813K Sell
18,524
-420
-2% -$17.8K 0.05% 302
2017
Q4
$849K Sell
18,944
-600
-3% -$33.6K 0.06% 293
2017
Q3
$1.33M Buy
19,544
+56
+0.3% +$3.84K 0.09% 180
2017
Q2
$1.3M Sell
19,488
-1,271
-6% -$85.6K 0.09% 188
2017
Q1
$1.39M Buy
20,759
+2,278
+12% +$145K 0.1% 184
2016
Q4
$1.12M Buy
+18,481
New +$1.11M 0.12% 214

Other funds holding PCG