Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.42K Hold
560
﹤0.01% 867
2026
Q1
$9.84K Sell
560
-25
-4% -$425 ﹤0.01% 853
2025
Q4
$9.4K Buy
585
+25
+4% +$399 ﹤0.01% 890
2025
Q3
$8.45K Hold
560
﹤0.01% 848
2025
Q2
$7.81K Hold
560
﹤0.01% 780
2025
Q1
$9.62K Hold
560
﹤0.01% 789
2024
Q4
$11.3K Hold
560
﹤0.01% 771
2024
Q3
$11.1K Buy
+560
New +$10.5K ﹤0.01% 753
2018
Q1
Sell
-6,200
Closed -$278K 213
2017
Q4
$278K Sell
6,200
-913
-13% -$51.1K 0.02% 174
2017
Q3
$485K Sell
7,113
-121
-2% -$8.29K 0.03% 143
2017
Q2
$480K Sell
7,234
-14
-0.2% -$943 0.04% 145
2017
Q1
$481K Buy
+7,248
New +$462K 0.04% 146
2014
Q1
Sell
-51,512
Closed -$2.08M 223
2013
Q4
$2.08M Buy
51,512
+2,145
+4% +$87.9K 0.18% 84
2013
Q3
$2.02M Buy
49,367
+2,212
+5% +$96.1K 0.19% 83
2013
Q2
$2.16M Buy
+47,155
New +$2.18M 0.2% 81

Other funds holding PCG