Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.63K Sell
68
-51
-43% -$1.88K ﹤0.01% 739
2025
Q4
$4.17K Buy
119
+59
+98% +$2.13K ﹤0.01% 618
2025
Q3
$2.23K Hold
60
﹤0.01% 680
2025
Q2
$2.04K Sell
60
-110
-65% -$3.83K ﹤0.01% 680
2025
Q1
$6.15K Sell
170
-14
-8% -$475 ﹤0.01% 524
2024
Q4
$5.98K Buy
184
+37
+25% +$1.22K ﹤0.01% 502
2024
Q3
$4.85K Buy
147
+77
+110% +$2.36K ﹤0.01% 560
2024
Q2
$1.93K Buy
70
+14
+25% +$393 ﹤0.01% 565
2024
Q1
$1.53K Buy
56
+10
+22% +$266 ﹤0.01% 559
2023
Q4
$1.25K Buy
+46
New +$1.17K ﹤0.01% 552

Other funds holding PPL