Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.81M Buy
24,064
+2,754
+13% +$226K ﹤0.01% 1820
2025
Q4
$1.87M Buy
21,310
+526
+3% +$43.4K ﹤0.01% 1826
2025
Q3
$1.48M Buy
20,784
+2,490
+14% +$176K ﹤0.01% 1948
2025
Q2
$1.32M Sell
18,294
-89,566
-83% -$5.89M ﹤0.01% 1925
2025
Q1
$6.58M Sell
107,860
-2,106
-2% -$149K ﹤0.01% 1143
2024
Q4
$8.12M Buy
109,966
+9,539
+9% +$833K ﹤0.01% 1097
2024
Q3
$9.88M Buy
100,427
+3,330
+3% +$293K ﹤0.01% 1017
2024
Q2
$7.15M Sell
97,097
-95,828
-50% -$7.33M ﹤0.01% 1105
2024
Q1
$15.2M Buy
192,925
+65,034
+51% +$5.06M 0.01% 904
2023
Q4
$10.2M Buy
127,891
+114,018
+822% +$7.62M 0.01% 987
2023
Q3
$881K Sell
13,873
-112,373
-89% -$6.94M ﹤0.01% 1809
2023
Q2
$7.11M Buy
126,246
+107,298
+566% +$5.29M ﹤0.01% 1105
2023
Q1
$929K Buy
18,948
+5,334
+39% +$271K ﹤0.01% 2147
2022
Q4
$603K Buy
13,614
+1,812
+15% +$84.5K ﹤0.01% 2340
2022
Q3
$491K Sell
11,802
-3,367
-22% -$165K ﹤0.01% 2382
2022
Q2
$806K Sell
15,169
-1,132
-7% -$63.3K ﹤0.01% 2309
2022
Q1
$914K Sell
16,301
-1,508
-8% -$75K ﹤0.01% 2409
2021
Q4
$960K Sell
17,809
-2,325
-12% -$128K ﹤0.01% 2459
2021
Q3
$1.03M Buy
20,134
+2,514
+14% +$124K ﹤0.01% 2584
2021
Q2
$764K Sell
17,620
-2,270
-11% -$108K ﹤0.01% 2955
2021
Q1
$991K Sell
19,890
-1,614
-8% -$76.5K ﹤0.01% 2664
2020
Q4
$946K Sell
21,504
-7,930
-27% -$317K ﹤0.01% 2482
2020
Q3
$1.08M Sell
29,434
-94,104
-76% -$3.49M ﹤0.01% 2144
2020
Q2
$4.37M Buy
123,538
+3,880
+3% +$132K ﹤0.01% 1375
2020
Q1
$3.75M Buy
119,658
+19,080
+19% +$726K ﹤0.01% 1397
2019
Q4
$4.24M Buy
100,578
+78,638
+358% +$3.2M ﹤0.01% 1550
2019
Q3
$832K Sell
21,940
-13,544
-38% -$522K ﹤0.01% 2407
2019
Q2
$1.22M Sell
35,484
-27,632
-44% -$1.15M ﹤0.01% 2706
2019
Q1
$2.79M Sell
63,116
-47,480
-43% -$1.97M ﹤0.01% 2250
2018
Q4
$3.93M Buy
110,596
+29,864
+37% +$1.2M ﹤0.01% 1948
2018
Q3
$3.74M Sell
80,732
-22,842
-22% -$1.14M ﹤0.01% 2421
2018
Q2
$4.87M Sell
103,574
-16,138
-13% -$704K ﹤0.01% 2316
2018
Q1
$4.65M Buy
119,712
+55,036
+85% +$2.12M ﹤0.01% 2279
2017
Q4
$2.43M Sell
64,676
-137,428
-68% -$5.79M ﹤0.01% 2589
2017
Q3
$9.34M Buy
202,104
+170,920
+548% +$6.98M 0.01% 1497
2017
Q2
$1.15M Buy
31,184
+1,452
+5% +$52.6K ﹤0.01% 2925
2017
Q1
$1M Buy
29,732
+12,668
+74% +$388K ﹤0.01% 2655
2016
Q4
$490K Sell
17,064
-61,180
-78% -$1.59M ﹤0.01% 3181
2016
Q3
$1.85M Buy
78,244
+22,048
+39% +$480K ﹤0.01% 2407
2016
Q2
$1.15M Sell
56,196
-12,832
-19% -$267K ﹤0.01% 2780
2016
Q1
$1.39M Sell
69,028
-14,628
-17% -$302K ﹤0.01% 2596
2015
Q4
$1.95M Sell
83,656
-14,960
-15% -$336K ﹤0.01% 2457
2015
Q3
$1.95M Buy
98,616
+48,128
+95% +$922K ﹤0.01% 2512
2015
Q2
$965K Buy
50,488
+5,260
+12% +$110K ﹤0.01% 2984
2015
Q1
$982K Sell
45,228
-24,724
-35% -$481K ﹤0.01% 2887
2014
Q4
$1.32M Buy
69,952
+30,556
+78% +$504K ﹤0.01% 3000
2014
Q3
$550K Sell
39,396
-60,648
-61% -$861K ﹤0.01% 3426
2014
Q2
$1.46M Buy
100,044
+73,004
+270% +$1.01M ﹤0.01% 2669
2014
Q1
$376K Buy
27,040
+8,616
+47% +$121K ﹤0.01% 3513
2013
Q4
$260K Sell
18,424
-23,536
-56% -$315K ﹤0.01% 3533
2013
Q3
$541K Buy
41,960
+15,896
+61% +$232K ﹤0.01% 3432
2013
Q2
$389K Buy
+26,064
New +$322K ﹤0.01% 3325

Other funds holding PLUS