Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$884K Hold
42,000
0.01% 931
2025
Q4
$913K Hold
42,000
0.01% 929
2025
Q3
$785K Hold
42,000
0.01% 968
2025
Q2
$914K Sell
42,000
-500
-1% -$11.3K 0.01% 920
2025
Q1
$929K Sell
42,500
-500
-1% -$11.6K 0.01% 796
2024
Q4
$952K Hold
43,000
0.01% 799
2024
Q3
$1.16M Hold
43,000
0.01% 751
2024
Q2
$1.06M Hold
43,000
0.01% 763
2024
Q1
$1.06M Sell
43,000
-1,500
-3% -$35.1K 0.01% 769
2023
Q4
$1.04M Sell
44,500
-3,500
-7% -$78.3K 0.01% 772
2023
Q3
$992K Hold
48,000
0.01% 790
2023
Q2
$1.12M Hold
48,000
0.01% 773
2023
Q1
$1.21M Buy
48,000
+1,000
+2% +$24.9K 0.01% 762
2022
Q4
$1.07M Hold
47,000
0.01% 788
2022
Q3
$1.19M Hold
47,000
0.01% 779
2022
Q2
$1.43M Hold
47,000
0.01% 755
2022
Q1
$1.65M Hold
47,000
0.01% 763
2021
Q4
$1.68M Hold
47,000
0.01% 769
2021
Q3
$1.53M Hold
47,000
0.01% 798
2021
Q2
$1.24M Hold
47,000
0.01% 862
2021
Q1
$1.23M Hold
47,000
0.01% 842
2020
Q4
$1.31M Hold
47,000
0.01% 816
2020
Q3
$1.27M Hold
47,000
0.01% 770
2020
Q2
$1.15M Sell
47,000
-1,000
-2% -$23.8K 0.01% 777
2020
Q1
$987K Sell
48,000
-18,000
-27% -$357K 0.01% 783
2019
Q4
$1.32M Hold
66,000
0.01% 806
2019
Q3
$1.45M Sell
66,000
-3,000
-4% -$67.1K 0.01% 786
2019
Q2
$1.71M Hold
69,000
0.01% 798
2019
Q1
$1.5M Sell
69,000
-4,000
-5% -$89.9K 0.01% 815
2018
Q4
$1.56M Sell
73,000
-35,000
-32% -$826K 0.01% 781
2018
Q3
$2.78M Hold
108,000
0.02% 722
2018
Q2
$2.52M Hold
108,000
0.02% 729
2018
Q1
$3.06M Hold
108,000
0.02% 671
2017
Q4
$3.25M Sell
108,000
-13,000
-11% -$410K 0.02% 669
2017
Q3
$3.86M Sell
121,000
-6,000
-5% -$200K 0.02% 637
2017
Q2
$4.48M Buy
127,000
+3,000
+2% +$106K 0.03% 589
2017
Q1
$3.99M Sell
124,000
-1,000
-0.8% -$29.9K 0.02% 611
2016
Q4
$3.44M Sell
125,000
-4,000
-3% -$118K 0.02% 649
2016
Q3
$4.6M Buy
129,000
+4,923
+4% +$199K 0.03% 576
2016
Q2
$5.53M Buy
124,077
+4,200
+4% +$168K 0.03% 525
2016
Q1
$5.19M Sell
119,877
-2,700
-2% -$115K 0.03% 539
2015
Q4
$5.24M Hold
122,577
0.03% 534
2015
Q3
$5.66M Hold
122,577
0.03% 529
2015
Q2
$7.64M Sell
122,577
-2,000
-2% -$128K 0.04% 478
2015
Q1
$7.79M Hold
124,577
0.04% 493
2014
Q4
$7.88M Sell
124,577
-2,000
-2% -$133K 0.04% 489
2014
Q3
$8.73M Hold
126,577
0.04% 457
2014
Q2
$8.53M Buy
126,577
+12,377
+11% +$803K 0.04% 479
2014
Q1
$6.97M Hold
114,200
0.04% 507
2013
Q4
$6.86M Hold
114,200
0.04% 490
2013
Q3
$7.75M Hold
114,200
0.04% 458
2013
Q2
$7.75M Buy
+114,200
New +$8.13M 0.05% 428

Other funds holding PHI