Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$397K Sell
18,868
-8,560
-31% -$193K ﹤0.01% 3683
2025
Q4
$596K Buy
27,428
+5,787
+27% +$119K ﹤0.01% 3473
2025
Q3
$405K Sell
21,641
-11,853
-35% -$254K ﹤0.01% 3680
2025
Q2
$729K Sell
33,494
-4,991
-13% -$113K ﹤0.01% 3384
2025
Q1
$842K Buy
38,485
+11,094
+41% +$256K ﹤0.01% 3366
2024
Q4
$607K Sell
27,391
-2,068
-7% -$49.1K ﹤0.01% 3691
2024
Q3
$792K Buy
29,459
+321
+1% +$8.54K ﹤0.01% 3445
2024
Q2
$716K Sell
29,138
-296
-1% -$7.15K ﹤0.01% 3148
2024
Q1
$726K Buy
29,434
+249
+0.9% +$5.82K ﹤0.01% 3282
2023
Q4
$684K Buy
29,185
+2,536
+10% +$56.8K ﹤0.01% 3159
2023
Q3
$551K Buy
26,649
+2,627
+11% +$57.5K ﹤0.01% 2987
2023
Q2
$561K Buy
24,022
+1,887
+9% +$42.5K ﹤0.01% 3294
2023
Q1
$559K Buy
22,135
+3,369
+18% +$83.7K ﹤0.01% 3044
2022
Q4
$428K Buy
18,766
+9,209
+96% +$244K ﹤0.01% 3280
2022
Q3
$242K Buy
9,557
+3,864
+68% +$114K ﹤0.01% 3694
2022
Q2
$173K Buy
5,693
+3,428
+151% +$122K ﹤0.01% 3929
2022
Q1
$80K Buy
2,265
+2,150
+1,870% +$76.5K ﹤0.01% 4520
2021
Q4
$4K Hold
115
﹤0.01% 5684
2021
Q3
$4K Sell
115
-747
-87% -$20.3K ﹤0.01% 5611
2021
Q2
$23K Buy
862
+130
+18% +$3.46K ﹤0.01% 5225
2021
Q1
$19K Buy
732
+78
+12% +$2.18K ﹤0.01% 5286
2020
Q4
$19K Sell
654
-66
-9% -$1.84K ﹤0.01% 6690
2020
Q3
$20K Sell
720
-1,300
-64% -$36.2K ﹤0.01% 6204
2020
Q2
$49K Buy
2,020
+1,364
+208% +$32.4K ﹤0.01% 6028
2020
Q1
$13K Sell
656
-155
-19% -$3.07K ﹤0.01% 6934
2019
Q4
$16K Sell
811
-11,793
-94% -$247K ﹤0.01% 7028
2019
Q3
$277K Buy
12,604
+214
+2% +$4.78K ﹤0.01% 4872
2019
Q2
$308K Buy
12,390
+1,396
+13% +$33.2K ﹤0.01% 4895
2019
Q1
$239K Buy
10,994
+4,584
+72% +$103K ﹤0.01% 4924
2018
Q4
$138K Sell
6,410
-1,339
-17% -$31.6K ﹤0.01% 5382
2018
Q3
$200K Sell
7,749
-272
-3% -$6.96K ﹤0.01% 5262
2018
Q2
$188K Buy
8,021
+391
+5% +$10.1K ﹤0.01% 5131
2018
Q1
$215K Buy
7,630
+73
+1% +$2.13K ﹤0.01% 4893
2017
Q4
$227K Buy
7,557
+2,149
+40% +$67.7K ﹤0.01% 4935
2017
Q3
$173K Buy
5,408
+1,754
+48% +$58.4K ﹤0.01% 5107
2017
Q2
$129K Buy
3,654
+462
+14% +$16.3K ﹤0.01% 5144
2017
Q1
$103K Sell
3,192
-60
-2% -$1.79K ﹤0.01% 5194
2016
Q4
$90K Sell
3,252
-12
-0.4% -$354 ﹤0.01% 5838
2016
Q3
$117K Buy
3,264
+369
+13% +$14.9K ﹤0.01% 5096
2016
Q2
$129K Sell
2,895
-84
-3% -$3.35K ﹤0.01% 4869
2016
Q1
$129K Buy
2,979
+615
+26% +$26.2K ﹤0.01% 5470
2015
Q4
$101K Sell
2,364
-10,015
-81% -$452K ﹤0.01% 5367
2015
Q3
$572K Sell
12,379
-298
-2% -$16.9K ﹤0.01% 3614
2015
Q2
$789K Sell
12,677
-669
-5% -$42.7K ﹤0.01% 3325
2015
Q1
$834K Buy
13,346
+152
+1% +$10.2K ﹤0.01% 3272
2014
Q4
$836K Sell
13,194
-2,051
-13% -$136K ﹤0.01% 3324
2014
Q3
$1.05M Buy
15,245
+1,671
+12% +$121K ﹤0.01% 2991
2014
Q2
$914K Buy
13,574
+10,093
+290% +$655K ﹤0.01% 3029
2014
Q1
$212K Buy
3,481
+137
+4% +$8.21K ﹤0.01% 4273
2013
Q4
$200K Sell
3,344
-277
-8% -$17.6K ﹤0.01% 4658
2013
Q3
$246K Sell
3,621
-250
-6% -$16.9K ﹤0.01% 3987
2013
Q2
$262K Buy
+3,871
New +$276K ﹤0.01% 4050

Other funds holding PHI