Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-27,245
Closed -$439K 856
2023
Q3
$439K Sell
27,245
-7,331
-21% -$126K 0.01% 693
2023
Q2
$597K Buy
34,576
+4,350
+14% +$73.7K 0.01% 660
2023
Q1
$489K Buy
30,226
+7,310
+32% +$115K 0.01% 696
2022
Q4
$373K Buy
+22,916
New +$347K ﹤0.01% 728
2021
Q4
Sell
-11,786
Closed -$113K 932
2021
Q3
$113K Sell
11,786
-2,855
-20% -$27K ﹤0.01% 902
2021
Q2
$149K Buy
14,641
+1,300
+10% +$13.9K ﹤0.01% 893
2021
Q1
$156K Buy
13,341
+2,646
+25% +$30.7K ﹤0.01% 886
2020
Q4
$133K Buy
+10,695
New +$121K ﹤0.01% 867
2020
Q3
Sell
-22,165
Closed -$197K 887
2020
Q2
$197K Buy
+22,165
New +$242K ﹤0.01% 799

Other funds holding PCG